Non-Reg On-Caller - Lees Summit, MO

Edward Jones • Lees Summit, MO

1d

About The Position

The Branch Office Administrator (BOA) provides administrative support to a financial advisor or team of financial advisors and helps clients pursue their long-term financial goals. The role supports client accounts, facilitates communication, and helps ensure a positive client experience through personalized service and operational support. BOAs may work independently at the direction of the financial advisor, with training, peer mentoring, and support from the branch, regional, and home-office teams.

The position also contributes to annual business planning, marketing activities, and process improvements. Edward Jones describes itself as a privately owned financial services firm serving clients in the U.S. and Canada, with a people-centered and inclusive culture focused on professional development and client service.

Requirements

• Strong computer literacy and willingness to learn new technology and programs.
• Ability to work independently at the direction of a financial advisor.
• Ability to provide high-quality client service and communicate with clients across phone, email, and in-person interactions.
• Skills in analytical thinking, attention to detail, adaptability, conversational communication, digital tool utilization, and team collaboration.
• Aptitude to learn and understand the financial services industry.

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 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 support marketing initiatives.
• Assist with the annual business planning process and develop strategies for the upcoming year.
• Listen for changes in clients’ lives that may indicate a need for additional services.
• Plan and execute marketing events.
• Update standard operating procedures and streamline processes.
• Execute the branch business plan.
• Learn and use firm-provided technology and software.

Benefits

• Comprehensive training and an experienced peer mentor.
• A wide support network spanning the branch office, region, and home office.
• 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.
• For eligible part-time associates: medical and prescription drug coverage, Health Savings Account, Flexible Spending Account, voluntary benefits, well-being programs, and retirement plan, subject to the stated eligibility conditions.
• Eligible part-time associates may accrue paid sick leave and paid time off where required by location and applicable law.

What This Job Offers

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