Non-Reg On-Caller - Anderson, SC

Edward Jones • Anderson, SC

5d

About The Position

The Branch Office Administrator (BOA) provides administrative and client support to a financial advisor or team of financial advisors. The role supports clients in working toward their long-term financial goals by managing client accounts, facilitating communications, and helping ensure a positive client experience. The BOA works independently under the direction of the financial advisor while being supported by a branch, regional, and home-office network.

The position includes comprehensive six-month training and mentorship from an experienced peer. The BOA also contributes to annual business planning, identifies potential client needs through active listening, and helps plan and execute marketing events. Responsibilities include client service, account processing, administrative and operational support, and use of firm-provided technology.

Requirements

• Analytical thinking.
• Attention to detail.
• Adaptability.
• Conversational skills.
• Digital tool utilization.
• Team collaboration.
• Ability to provide exceptional client service and resolve client issues.
• Aptitude and willingness to learn the financial services industry and account-management processes.
• 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 strong relationships with clients, referral sources, and internal client support team members.
• Support client accounts by opening accounts, handling transfers and other requests at the financial advisor’s direction, processing transactions, preparing documentation, and maintaining accurate records.
• Schedule appointments, prepare materials for client meetings, manage correspondence, and support marketing initiatives.
• Update standard operating procedures, streamline processes, and execute the branch business plan.
• Contribute to annual business planning and help develop strategies for the upcoming year.
• Listen for changes in clients’ lives that may indicate a need for additional services.
• Plan and execute marketing activities and events.

Benefits

• Comprehensive six-month training and mentorship from an experienced peer.
• 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.
• For eligible part-time associates averaging at least 30 hours per week over a 12-month measurement period: medical and prescription drug coverage, Health Savings Account and Flexible Spending Account, voluntary benefits, well-being programs including an Employee Assistance Program, and retirement plan eligibility subject to service-hour requirements.
• Where required by local law, eligible part-time associates may accrue paid sick leave and paid time off based on hours worked.

What This Job Offers

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