Non-Reg On-Caller - Ottumwa, IA

Edward Jones • Ottumwa, IA

2d

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 may work independently while receiving support from their branch, regional, and home-office teams. The position includes comprehensive training and peer mentorship.

The BOA provides personalized client service, supports account administration and transactions at the direction of the financial advisor, and handles operational and administrative tasks. The role also contributes to annual business planning, marketing initiatives, process improvement, and the execution of the branch business plan. The company describes an inclusive culture that values associates’ perspectives, professional development, and contributions.

Requirements

• Ability to provide exceptional client service and communicate with clients through calls, email, and in-person interactions.
• Ability to work independently at the direction of a financial advisor.
• Aptitude to learn and understand the financial services industry.
• Strong computer literacy and willingness to learn new technology and programs.
• Analytical thinking, attention to detail, adaptability, conversational skills, 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 account opening, account transfers, and other client 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, and manage correspondence.
• 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 and help streamline processes.
• Strategically execute the branch business plan.

Benefits

• Comprehensive training and peer mentorship.
• Professional development and a culture of continuous improvement.
• 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.
• Part-time associates averaging at least 30 hours per week over a 12-month measurement period may be eligible for medical and prescription drug coverage, health savings and flexible spending accounts, voluntary benefits, well-being programs, and a retirement plan subject to service-hour conditions.
• Eligible part-time associates may accrue paid sick leave and paid time off where required by law.

What This Job Offers

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