Non-Reg On-Caller - Loveland, OH

Edward Jones Careers • Loveland, OH

3d • Onsite

About The Position

The Branch Office Administrator (BOA) role supports financial advisors in helping clients achieve their long-term financial goals. The primary responsibility is to provide administrative support to a financial advisor or a team of multiple financial advisors. BOAs are a valued part of the client support team and contribute to the company's success through their unique experiences and professional backgrounds. The role involves supporting client accounts, facilitating communication, and ensuring 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 from the branch office to the home office.

Requirements

• Analytical Thinking
• Attention to Detail
• Adaptability
• Conversational Skills
• Digital Tool Utilization
• Team Collaboration
• Client Service: 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.
• Account Management: Aptitude to learn and understand the financial services industry. Includes 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.
• Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan.
• Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.

Responsibilities

• Delivering exceptional personalized service to ensure clients feel understood and informed.
• Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year.
• Actively listening for situations in clients' lives that may indicate a need for additional services.
• Driving marketing activities such as planning and executing events.
• Providing exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Responding to inquiries, resolving issues, and ensuring an exceptional client experience.
• Developing and maintaining strong relationships with clients, referral sources, and internal client support team members.
• Learning and understanding the financial services industry, including account opening, handling account transfers, and other requests at the direction of the financial advisor.
• Processing account transactions, preparing documentation, and maintaining accurate client records.
• Handling various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence, and supporting marketing initiatives.
• Streamlining processes with 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: Mid Level
• Education Level: No Education Listed