Non-Reg On-Caller - Pasco, WA

Edward Jones • Pasco, WA

2d

About The Position

The Branch Office Administrator (BOA) provides administrative and client-support services 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 may work independently while receiving training, peer mentorship, and support from the branch, regional, and home-office teams.

The position also contributes to annual business planning, identifies potential client needs through attentive listening, and supports marketing activities, including planning and executing events. The BOA works under the direction of the financial advisor to handle client-service, account-management, administrative, operational, and technology-related tasks.

Requirements

• Strong computer literacy and willingness to learn new technology and programs.
• Ability to work independently at the direction of a financial advisor.
• Client-service ability, including communicating with clients by phone, email, and in person and resolving inquiries and issues.
• Aptitude to learn and understand the financial services industry.
• Analytical thinking.
• Attention to detail.
• Adaptability.
• Conversational skills.
• Digital tool utilization.
• Team collaboration.

Responsibilities

• Provide personalized client service through inbound and outbound calls, email, and in-person interactions; respond to inquiries, resolve issues, and maintain strong relationships with clients, referral sources, and internal 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 client-meeting materials, manage correspondence, and support marketing initiatives.
• Help streamline processes by updating standard operating procedures and executing the branch business plan.
• Contribute to annual business planning by helping 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.
• Use firm-provided technology and software to support branch operations.

Benefits

• Comprehensive training and experienced-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 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.
• 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 may accrue paid sick leave and paid time off in locations where required, based on hours worked and applicable law.

What This Job Offers

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