Non-Reg On-Caller - Chandler, AZ

Edward Jones • Chandler, AZ

5d

About The Position

The Branch Office Administrator (BOA) provides administrative and client-service support to a financial advisor or a team of financial advisors. The role supports clients in pursuing their long-term financial goals by assisting with client accounts, facilitating communication, and helping ensure a positive client experience. BOAs may work independently while receiving training, peer mentorship, and support from the branch, regional, and home-office teams.

The BOA provides service through calls, email, and in-person interactions; supports account opening, transfers, transactions, documentation, and recordkeeping at the financial advisor’s direction; and handles scheduling, meeting preparation, correspondence, marketing initiatives, and branch business-planning activities. The role also involves listening for client needs, maintaining relationships, updating standard operating procedures, and learning firm-provided technology and software.

Requirements

• Analytical thinking.
• Attention to detail.
• Adaptability.
• Conversational skills.
• Digital tool utilization.
• Team collaboration.
• Ability to provide strong client service and resolve client inquiries and issues.
• Aptitude and willingness to learn and understand the financial services industry.
• Ability to work independently at the direction of a financial advisor.
• Strong computer literacy and willingness to learn new technology and programs.

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, and other client requests at the financial advisor’s direction.
• Process account transactions, prepare documentation, and maintain accurate client records.
• Schedule appointments, prepare materials for client meetings, and manage correspondence.
• Support marketing initiatives, including planning and executing events.
• Assist with annual business planning and execute strategies for the upcoming year and the branch business plan.
• Listen for changes or situations in clients’ lives that may indicate a need for additional services.
• Update standard operating procedures and help streamline processes.
• Learn and use firm-provided technology and software.

Benefits

• Comprehensive training and peer mentorship.
• Support network spanning the branch office, region, and home office.
• Professional development and a culture of continuous improvement.
• Rewards program intended to support long-term careers, financial security, 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.
• Eligible part-time associates averaging at least 30 hours per week over a 12-month measurement period may receive medical and prescription drug coverage, Health Savings Account and Flexible Spending Account, voluntary benefits, well-being programs, and retirement plan eligibility subject to service-hour requirements.
• Eligible part-time associates in locations with applicable accrual requirements may receive paid sick leave and paid time off based on hours worked and applicable law.

What This Job Offers

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