Non-Reg On-Caller - Gardner, KS

Edward Jones • Gardner, KS

1d

About The Position

The Branch Office Administrator (BOA) provides administrative support to a financial advisor or team of financial advisors and helps clients work toward their long-term financial goals. The role supports client accounts, facilitates communication, and contributes to a positive client experience through personalized service and effective branch operations.

The BOA works independently at the direction of the financial advisor while drawing on support from the branch, region, and home office. The position includes comprehensive six-month training and an experienced peer mentor. Responsibilities span client service, account administration, business planning, marketing activities, and the use of firm-provided technology.

Requirements

• Strong computer literacy and willingness to learn new technology and programs.
• Ability to work independently at the direction of a financial advisor.
• Strong analytical thinking, attention to detail, adaptability, conversational skills, 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, transactions, and other account requests at the direction of the financial advisor.
• Prepare account 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.
• Support and strategically execute the branch business plan, including updating standard operating procedures to streamline processes.
• Plan and execute marketing activities and events.
• Listen for changes in clients’ lives that may indicate a need for additional services.
• Learn and use firm-provided technology and software.

Benefits

• Comprehensive six-month training and an experienced peer mentor.
• Wide support network extending from the branch office to the region and home office.
• Discretionary and variable compensation programs, including bonus opportunities based on branch and firm profitability and individual performance.
• Opportunity for merit-based salary increases as associates progress in the BOA role.
• 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 law.

What This Job Offers

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