Non-Reg On-Caller - Claremore, OK

Edward Jones • Claremore, OK

1d

About The Position

The Branch Office Administrator (BOA) provides administrative support to a financial advisor or a team of financial advisors and helps clients achieve their long-term financial goals. The role supports client accounts, facilitates communication, and contributes to a positive client experience. BOAs may work independently while receiving training, peer mentorship, and support from the branch, regional, and home office teams.

The position includes client service, account management, administrative and operational support, and use of firm-provided technology. The BOA also contributes to business planning and marketing activities, including planning and executing events. Edward Jones describes itself as a privately owned Fortune 500 financial services firm serving clients in the U.S. and Canada.

Requirements

• Strong computer literacy and willingness to learn new technology and programs.
• Ability to work independently at the direction of the financial advisor.
• Ability to provide exceptional, personalized client service and communicate through calls, email, and in-person interactions.
• Ability to develop and maintain strong relationships with clients, referral sources, and colleagues.
• Aptitude to learn and understand the financial services industry.
• Skills in analytical thinking, attention to detail, adaptability, conversational communication, digital tool utilization, and team collaboration.

Responsibilities

• Provide service to clients 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, manage correspondence, and support marketing initiatives.
• Assist with the branch business plan, including updating standard operating procedures and executing strategies.
• Take part in the annual business planning process and help develop strategies for the upcoming year.
• Listen for changes in clients’ lives that may indicate a need for additional services.
• Plan and execute marketing events.
• Use firm-provided software and digital tools to support the work.

Benefits

• Comprehensive training and an experienced peer mentor.
• 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 associates progress 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, subject to stated eligibility conditions.
• Eligible part-time associates may receive paid sick leave and paid time off where required by law, based on hours worked.

What This Job Offers

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