Non-Reg On-Caller - Pasco, WA

Edward Jones • Pasco, WA

1d

About The Position

The Branch Office Administrator (BOA) provides administrative and operational support to one or more financial advisors and helps deliver a positive client experience. The role supports client accounts, communication, and ongoing relationships, while contributing to branch business planning and marketing activities. BOAs may work independently with support from colleagues across the branch, region, and home office, and receive comprehensive training and peer mentorship.

The position includes client service through phone, email, and in-person interactions; account-related work at the direction of the financial advisor; and administrative support such as scheduling, preparing meeting materials, and managing correspondence. The BOA also helps maintain accurate client records, update standard operating procedures, and carry out the branch business plan. The role requires learning firm-provided technology and financial-services processes.

Requirements

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

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 client accounts, including account opening, transfers, transactions, documentation, and record maintenance at the direction of the financial advisor.
• Schedule appointments, prepare client-meeting materials, manage correspondence, and handle other administrative tasks.
• Assist with annual business planning and execute strategies for the upcoming year.
• Listen for client circumstances that may indicate a need for additional services.
• Plan and execute marketing activities and events.
• Update standard operating procedures and help streamline processes.
• Use and learn firm-provided technology and software.

Benefits

• Comprehensive training and peer mentorship.
• Wide support network across the branch office, region, and home office.
• Professional development and continuous improvement culture.
• Rewards program intended to support long-term careers, financial security, and associate and family well-being.
• Bonus opportunities based on branch and firm profitability and individual performance.
• Merit-based salary increases as the associate progresses in the BOA role.
• Eligible part-time associates may receive medical and prescription drug coverage, Health Savings Account and Flexible Spending Account, voluntary benefits, well-being programs, and retirement plan, subject to stated eligibility conditions.
• Eligible part-time associates may accrue 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