Non-Reg On-Caller - Oro Valley, AZ

Edward Jones Careers • Oro Valley, AZ

1d • Onsite

About The Position

The Branch Office Administrator (BOA) role at Edward Jones is a fulfilling career opportunity where individuals team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. Edward Jones serves over nine million clients, and BOAs are a valued part of the client support team, contributing to the firm's success through their unique experiences and professional backgrounds. As a BOA, you will be a vital part of the team, providing seamless support to clients, playing a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This role offers a fantastic opportunity for career growth in a dynamic and rewarding environment, supported by comprehensive 6-month training, including an experienced peer mentor, and a wide support network. Edward Jones is a Fortune 500 company, privately-owned, with a purpose to partner for positive impact to improve the lives of clients and colleagues, and to better communities and society. The firm is an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging, ensuring associates are seen, heard, respected, and supported.

Requirements

• Analytical Thinking
• Attention to Detail
• Adaptability
• Conversational Skills
• Digital Tool Utilization
• Team Collaboration
• Aptitude to learn and understand the financial services industry
• Strong ability to work independently at the direction of the financial advisor
• Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software

Responsibilities

• Deliver exceptional personalized service to ensure clients feel understood and informed
• Take an active role in the annual business planning process to assist in developing strategies for the upcoming year
• Actively listen for situations in the clients' lives that may indicate a need for additional services
• Drive marketing activities such as planning and executing events
• Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions
• Respond to inquiries, resolve issues, and ensure an exceptional experience
• Develop and maintain strong relationships with clients, referral sources, and internal client support team members
• Learn and understand the financial services industry
• Handle account opening, account transfers and other requests at the direction of the financial advisor
• Process account transactions, prepare documentation, and maintain accurate client records
• Work independently at the direction of the financial advisor
• Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives
• Streamline processes with updating SOPs and strategically execute on the branch business plan

Benefits

• A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions
• An inclusive environment where everyone’s different viewpoints are valued and help to achieve results
• A rewards program that promotes a long-term career, your financial security and you and your family’s well-being
• Medical and prescription drug coverage
• Health Savings Account
• Flexible Spending Account
• Voluntary Benefits (such as accident, hospital indemnity, and critical illness)
• Well-being programs (such as the Employee Assistance Program)
• Retirement Plan (if compensated for 1,000 hours of service during the plan year)
• Paid sick leave (in locations that require accruals of paid sick leave and paid time off, based on hours worked and consistent with applicable law)
• Paid time off (in locations that require accruals of paid sick leave and paid time off, based on hours worked and consistent with applicable law)
• Various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance
• Merit-based salary increases

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees