Non-Reg On-Caller - Tuscumbia, AL

Edward Jones • Tuscumbia, AL

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 may work independently while receiving training, peer mentoring, and support from the branch, regional, and home-office teams.

The role also contributes to annual business planning, identifies client needs that may call for additional services, and supports marketing activities, including planning and executing events. Work includes client service, account administration, operational support, and use of firm-provided technology.

Requirements

• Analytical thinking.
• Attention to detail.
• Adaptability.
• Conversational skills.
• Digital tool utilization.
• Team collaboration.
• Ability to provide exceptional client service across phone, email, and in-person interactions.
• Aptitude to learn and understand the financial services industry.
• Ability to work independently at the direction of the financial advisor.
• Strong computer literacy and willingness to learn new technology and programs.

Responsibilities

• Provide 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 support marketing initiatives.
• Update standard operating procedures and help streamline processes.
• Execute the branch business plan and assist with annual business planning.
• Listen for changes in clients’ lives that may indicate a need for additional services.
• Plan and execute marketing events.
• Learn and use firm-provided technology and software.

Benefits

• Comprehensive training and peer mentoring.
• Professional development and a culture of continuous improvement.
• Rewards program supporting long-term career development, financial security, and family well-being.
• 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 subject to service-hour conditions.
• Paid sick leave and paid time off for eligible part-time associates in locations requiring accruals, based on hours worked and applicable law.
• 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.

What This Job Offers

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