Non-Reg On-Caller - Lancaster, OH

Edward Jones • Lancaster, OH

2d

About The Position

The Branch Office Administrator (BOA) provides administrative and client-service support to a financial advisor or team of financial advisors. The role supports client accounts, facilitates communication, and helps ensure a positive client experience. BOAs may work independently while receiving support from their branch, regional, and home-office teams. The position includes comprehensive six-month training and mentorship from an experienced peer.

Responsibilities span client service, account administration, operational support, and technology use. The BOA responds to client inquiries, assists with account requests at the financial advisor’s direction, maintains records, coordinates meetings, supports marketing activities, and helps execute the branch business plan. The role also involves listening for changes in clients’ lives that may indicate a need for additional services and contributing to annual business planning.

Requirements

• Strong computer literacy and willingness to learn new technology and programs.
• Ability to work independently at the direction of the financial advisor.
• Aptitude to learn and understand the financial services industry.
• Analytical thinking, attention to detail, adaptability, conversational skills, digital tool utilization, and team collaboration.

Responsibilities

• Provide client service through inbound and outbound calls, email, and in-person interactions; respond to inquiries and resolve issues.
• Develop and maintain relationships with clients, referral sources, and internal client-support team members.
• Support account opening, account transfers, transactions, and other account requests at the financial advisor’s direction.
• Prepare account documentation and maintain accurate client records.
• Schedule appointments, prepare materials for client meetings, manage correspondence, and handle other administrative tasks.
• Support and help execute marketing initiatives, including planning and executing events.
• Assist with the annual business planning process and strategically execute the branch business plan.
• Update standard operating procedures and help streamline processes.
• Listen for client life changes that may indicate a need for additional services.

Benefits

• Comprehensive six-month training and an experienced peer mentor.
• Support network extending from the branch office to the region and home office.
• Professional development and continuous-improvement culture.
• Rewards program intended to support a long-term career, financial security, and associate and family well-being.
• Discretionary and variable compensation programs, including bonus opportunities based on branch and firm profitability and individual performance.
• Merit-based salary increases as associates progress in the BOA role.
• For eligible part-time associates: medical and prescription drug coverage, Health Savings Account, Flexible Spending Account, voluntary benefits, well-being programs, and retirement plan eligibility subject to service requirements.
• Eligible part-time associates may accrue paid sick leave and paid time off where required by local law.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed