Non-Reg On-Caller - Rochester, NY

Edward Jones • Rochester, NY

1d

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 work with clients and internal teams while supporting the advisor’s branch operations and business plan. The position includes comprehensive training, peer mentorship, and support from the branch, regional, and home-office network, while also requiring the ability to work independently.

The role includes delivering personalized client service, supporting annual business planning, listening for client needs that may call for additional services, and planning and executing marketing activities and events. The position also involves account administration, scheduling, correspondence, meeting preparation, process updates, and using firm-provided financial and office software.

Requirements

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

Responsibilities

• Provide exceptional client service through inbound and outbound calls, email, and in-person interactions.
• Respond to client inquiries, resolve issues, and help ensure a positive client experience.
• Build 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, and manage correspondence.
• Support marketing initiatives, including planning and executing events.
• Assist with 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.
• Update standard operating procedures and help streamline processes.
• Execute the branch business plan.

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 averaging at least 30 hours per week over a 12-month measurement period: 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 requirements.
• Eligible part-time associates in locations requiring accruals may receive paid sick leave and paid time off based on hours worked and applicable law.

What This Job Offers

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