Non-Reg On-Caller - Springfield, IL

Edward Jones • Springfield, IL

4d

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 provide service through calls, email, and in-person interactions; assist with account requests and transactions under the direction of the financial advisor; and handle administrative, operational, and marketing support. The position includes comprehensive six-month training, mentoring from an experienced peer, and support from colleagues across the branch, region, and home office. BOAs may often work independently while remaining part of a broader support team.

Requirements

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

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, account transfers, and other requests at the financial advisor’s direction.
• Process account transactions, prepare documentation, and maintain accurate client records.
• Schedule appointments, prepare materials for client meetings, manage correspondence, and provide administrative and operational support.
• Update standard operating procedures and streamline processes.
• Support and execute the branch business plan, including participating in annual business planning.
• Listen for changes in clients’ lives that may indicate a need for additional services.
• Plan and execute marketing activities and events.
• Use firm-provided technology and software to support client and branch operations.

Benefits

• Comprehensive six-month training and mentoring from an experienced peer.
• Wide support network spanning the branch office, region, and home office.
• Professional development and opportunities for merit-based salary increases.
• Discretionary and variable compensation programs, including bonus opportunities based on branch and firm profitability and individual performance.
• Eligible part-time associates averaging at least 30 hours per week over a 12-month measurement period may receive medical and prescription drug coverage, Health Savings Account and Flexible Spending Account, voluntary benefits, well-being programs, and retirement plan eligibility subject to service-hour conditions.
• 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