Non-Reg On-Caller - Davis, CA

Edward Jones Careers • Davis, CA

3d • Onsite

About The Position

The Branch Office Administrator (BOA) role supports financial advisors in helping clients achieve their long-term financial goals. BOAs provide administrative support to financial advisors or teams of advisors. This role is a vital part of the client support team, contributing to the company's success through unique experiences and professional backgrounds. The BOA will support client accounts, facilitate communication, and ensure a positive client experience in a dynamic and rewarding environment. The company provides comprehensive 6-month training, including mentorship from an experienced peer, and a wide support network. While often working independently, BOAs are backed by a large team. Key activities include delivering personalized service, participating in annual business planning, identifying client needs for additional services, and driving marketing activities like event planning and execution.

Requirements

• Analytical Thinking
• Attention to Detail
• Adaptability
• Conversational Skills
• Digital Tool Utilization
• Team Collaboration
• Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.

Responsibilities

• Deliver exceptional personalized service to ensure clients feel understood and informed.
• Take an active role in the annual business planning process to assist in developing strategies for the upcoming year.
• Actively listen for situations in the clients' lives that may indicate a need for additional services.
• Drive marketing activities such as planning and executing events.
• Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Respond to inquiries, resolve issues, and ensure an exceptional experience.
• Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
• Learn and understand the financial services industry, including account opening, handling account transfers, and other requests at the direction of the financial advisor.
• Process account transactions, prepare documentation, and maintain accurate client records.
• Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence, and supporting marketing initiatives.
• Streamline processes by updating SOPs and strategically executing on the branch business plan.

Benefits

• Medical and prescription drug coverage
• Health Savings Account
• Flexible Spending Account
• Voluntary Benefits (such as accident, hospital indemnity, and critical illness)
• Well-being programs (such as the Employee Assistance Program)
• Retirement Plan (if compensated for 1,000 hours of service during the plan year)
• Paid sick leave
• Paid time off
• Bonus opportunities based on branch and firm profitability, along with individual performance.

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees