Non-Reg On-Caller - Owensboro, KY

Edward Jones • Owensboro, KY

15h

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 client accounts, facilitates communication, and helps ensure a positive client experience. BOAs may work independently under the direction of a financial advisor and are supported by comprehensive training, an experienced peer mentor, and a wider network spanning the branch, region, and home office.

The position involves serving clients through phone, email, and in-person interactions; assisting with account administration and transactions; maintaining records; supporting branch operations and marketing; and helping execute the branch business plan. The role requires learning financial services processes and firm-provided technology. The posting identifies the opportunity as a Non-Reg On-Caller role in Owensboro, Kentucky.

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 learn and understand the financial services industry.
• Skills in analytical thinking, attention to detail, adaptability, conversational communication, digital tool utilization, and team collaboration.

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 client accounts, including account opening, account transfers, and other 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.
• Support marketing initiatives, including planning and executing events.
• 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.
• Update standard operating procedures, streamline processes, and execute the branch business plan.

Benefits

• Comprehensive training and an experienced peer mentor.
• A broad support network across the branch office, 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 the employee progresses 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 stated eligibility conditions.
• Eligible part-time associates may accrue paid sick leave and paid time off where required by law, based on hours worked.

What This Job Offers

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