Non-Reg On-Caller - Dumfries, VA

Edward Jones • Dumfries, VA

23h

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. The BOA works independently under the direction of the financial advisor while having access to support from the branch, region, and home office. Training includes an experienced peer mentor.

Responsibilities include serving clients through calls, email, and in-person interactions; managing account requests and documentation; maintaining accurate client records; supporting appointments, meetings, correspondence, and marketing initiatives; and helping execute the branch business plan. The role also involves learning firm-provided software and financial-services processes.

Requirements

• Strong computer literacy and willingness to learn new technology and programs.
• Ability to work independently at the direction of the financial advisor.
• Aptitude to learn and understand the financial services industry.
• Analytical thinking.
• Attention to detail.
• Adaptability.
• Conversational skills.
• Digital tool utilization.
• 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 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 support marketing initiatives.
• Assist with the annual business planning process and strategically execute the branch business plan.
• Listen for changes in clients’ lives that may indicate a need for additional services.
• Plan and execute marketing events.
• Update standard operating procedures and help streamline processes.

Benefits

• Comprehensive training and an experienced peer mentor.
• A 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 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.
• Eligible part-time associates may accrue paid sick leave and paid time off where required by local law.

What This Job Offers

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