Non-Reg On-Caller - Purcellville, VA

Edward Jones • Purcellville, VA

2d

About The Position

The Branch Office Administrator (BOA) provides administrative and client support to a financial advisor or a team of financial advisors. The role supports client accounts, facilitates communication, and helps ensure a positive client experience. BOAs work with clients and internal colleagues while contributing to branch operations and business planning. The position offers comprehensive training, peer mentoring, and support from the branch, regional, and home-office teams. The posting describes the role as “Non-Reg On-Caller” in Purcellville, Virginia.

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.
• Team collaboration.

Responsibilities

• Provide client service through inbound and outbound calls, email, and in-person interactions; respond to inquiries, resolve issues, and maintain a positive client experience.
• Develop and maintain relationships with clients, referral sources, and internal client support team members.
• Support account opening, account transfers, and other account requests at the direction of the financial advisor.
• Process account transactions, prepare documentation, and maintain accurate client records.
• Schedule appointments, prepare materials for client meetings, manage correspondence, and perform other administrative tasks.
• Assist with the annual business planning process and help develop strategies for the upcoming year.
• Update standard operating procedures and help streamline processes; execute the branch business plan.
• Plan and execute marketing activities and events.
• Listen for situations in clients’ lives that may indicate a need for additional services.
• Learn and use firm-provided technology and software.

Benefits

• Comprehensive training and peer mentoring.
• Professional development and a culture of continuous improvement.
• Discretionary and variable compensation programs, including bonus opportunities based on branch and firm profitability and individual performance.
• Opportunity for merit-based salary increases.
• Part-time associates meeting the stated eligibility conditions may receive medical and prescription drug coverage, Health Savings Account and Flexible Spending Account, voluntary benefits, well-being programs, and retirement plan benefits.
• Eligible part-time associates may accrue paid sick leave and paid time off where required by law.

What This Job Offers

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