Non-Reg On-Caller - Jefferson City, TN

Edward Jones • Jefferson City, TN

3d

About The Position

The Branch Office Administrator (BOA) provides administrative and client support to a financial advisor or a team of financial advisors. The role supports client accounts, facilitates communication, and helps ensure a positive client experience. BOAs work with clients and referral sources while coordinating with internal client-support teams. They may work independently under the direction of a financial advisor and receive comprehensive training, peer mentorship, 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 helps plan and execute marketing activities and events. Administrative responsibilities include scheduling appointments, preparing client-meeting materials, managing correspondence, maintaining account records, and supporting branch operations and business-plan execution.

Requirements

• Analytical thinking, attention to detail, adaptability, conversational skills, digital tool utilization, and team collaboration.
• Ability to provide client service through phone, email, and in-person interactions.
• Aptitude and willingness to learn about the financial services industry and account-management processes.
• Ability to work independently under the direction of a 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 inquiries and resolve issues.
• Develop and maintain relationships with clients, referral sources, and internal client-support team members.
• Support account opening, transfers, transactions, and other requests at the financial advisor’s direction.
• Prepare account documentation and maintain accurate client records.
• Schedule appointments, prepare materials for client meetings, manage correspondence, and support marketing initiatives.
• Help update standard operating procedures, streamline processes, and execute the branch business plan.
• Participate in annual business planning and assist with strategies for the upcoming year.
• Listen for client life situations that may indicate a need for additional services.
• Plan and execute marketing activities, including events.

Benefits

• Comprehensive training and experienced peer mentorship.
• 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 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 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, and retirement plan eligibility subject to the stated service condition.
• Part-time paid sick leave and paid time off where required by law, based on hours worked and applicable law.

What This Job Offers

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