Non-Reg On-Caller - Longmont, CO

Edward Jones • Longmont, CO

2d

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 work with clients and internal support teams and may work independently while receiving training, mentoring, and support from the branch, regional, and home-office teams.

The position also contributes to annual business planning, identifies client situations that may indicate a need for additional services, and supports marketing activities such as planning and executing events. Administrative work includes scheduling appointments, preparing client meeting materials, managing correspondence, updating standard operating procedures, and helping execute the branch business plan.

Requirements

• Analytical thinking.
• Attention to detail.
• Adaptability.
• Conversational skills.
• Digital tool utilization.
• Team collaboration.
• Strong ability to work independently at the direction of the financial advisor.
• Strong computer literacy and willingness to learn new technology and programs.

Responsibilities

• Provide exceptional client service through inbound and outbound calls, email, and in-person interactions.
• Respond to client inquiries, resolve issues, and develop and maintain relationships with clients, referral sources, and internal client support team members.
• Support account opening, account transfers, transactions, and other requests at the direction of the financial advisor.
• Prepare account documentation and maintain accurate client records.
• Schedule appointments, prepare materials for client meetings, and manage correspondence.
• Support marketing initiatives, including planning and executing events.
• Assist with the annual business planning process and execute the branch business plan.
• Listen for situations in clients’ lives that may indicate a need for additional services.
• Update standard operating procedures and help streamline processes.

Benefits

• Comprehensive training, including an experienced peer to help mentor the associate.
• Support network spanning 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 associates progress in the BOA role.
• Eligible part-time associates meeting the stated hours criteria may receive medical and prescription drug coverage, Health Savings Account and Flexible Spending Account, voluntary benefits, well-being programs, and retirement plan benefits.
• In applicable locations, eligible part-time associates may accrue paid sick leave and paid time off based on hours worked and applicable law.

What This Job Offers

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