Non-Reg On-Caller - Wellington, FL

Edward Jones • Wellington, FL

1d

About The Position

The Branch Office Administrator (BOA) provides administrative and client-support services to a financial advisor or team of financial advisors. The role supports client accounts, facilitates communication, and helps create a positive client experience. BOAs may work independently under the direction of a financial advisor and are supported by training, an experienced peer mentor, and a broader regional and home-office network.

The position involves serving clients through phone, email, and in-person interactions; supporting account-related requests and transactions; maintaining accurate records; and handling branch administrative and operational tasks. The BOA also contributes to business planning, marketing activities, process improvements, and the execution of the branch business plan. The role calls for learning financial-services concepts and firm-provided technology.

Requirements

• Strong computer literacy and willingness to learn new technology and programs.
• Ability to work independently at the direction of a financial advisor.
• Aptitude to learn and understand the financial-services industry.
• Analytical thinking, attention to detail, adaptability, conversational skills, digital-tool utilization, and team collaboration.

Responsibilities

• Provide client service through inbound and outbound calls, email, and in-person interactions; respond to inquiries and resolve issues.
• Build and maintain relationships with clients, referral sources, and internal client-support team members.
• Support account opening, 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, manage correspondence, and support marketing initiatives.
• 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.
• Plan and execute marketing events.
• Update standard operating procedures and streamline processes.
• Execute the branch business plan.

Benefits

• Comprehensive training and an experienced peer mentor.
• A wide 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 the associate progresses in the BOA role.
• Eligible part-time associates meeting stated hours and service conditions may receive medical and prescription drug coverage, a Health Savings Account, a Flexible Spending Account, voluntary benefits, well-being programs, and a retirement plan.
• Eligible part-time associates in locations requiring accruals may receive paid sick leave and paid time off based on hours worked and applicable law.
• A culture of continuous improvement and professional development.
• An inclusive environment that values different viewpoints.

What This Job Offers

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