Non-Reg On-Caller - Anchorage, AK

Edward Jones • Anchorage, AK

1d

About The Position

The Branch Office Administrator (BOA) provides administrative and client support to a financial advisor or team of financial advisors. The role supports client accounts, facilitates communication, and helps ensure a positive client experience. BOAs work independently under the direction of a financial advisor while drawing on support from their branch, region, and home office. The employer provides comprehensive training, including mentoring from an experienced peer.

The position includes responding to client inquiries through calls, email, and in-person interactions; supporting account opening, transfers, transactions, documentation, and recordkeeping; and handling scheduling, meeting preparation, correspondence, and marketing initiatives. The BOA also contributes to annual business planning, helps maintain and improve standard operating procedures, and supports implementation of the branch business plan. The position is listed as “Non-Reg On-Caller” in Anchorage, Alaska.

Requirements

• Strong computer literacy and willingness to learn new technology and programs.
• Ability to work independently at the direction of a financial advisor.
• Client-service and communication skills, including conversational skills.
• Analytical thinking and attention to detail.
• Adaptability and ability to collaborate with a team.
• Aptitude to learn and understand the financial services industry.

Nice To Haves

• Experience using MoneyGuide, Salesforce, Microsoft Office products, or other firm-provided software.

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 client 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.
• Participate in the annual business planning process and assist with developing strategies for the upcoming year.
• Listen for client life situations that may indicate a need for additional services.
• Help streamline processes by updating standard operating procedures and executing the branch business plan.
• Use firm-provided technology and software to support client and administrative work.

Benefits

• Comprehensive training and peer mentoring.
• Professional development and a culture of continuous improvement.
• Rewards program intended to support a long-term career, financial security, and the well-being of associates and their families.
• 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.
• Eligible part-time associates meeting the stated hours and measurement requirements may receive medical and prescription drug coverage, Health Savings Account and Flexible Spending Account, voluntary benefits, well-being programs, and retirement plan benefits.
• Eligible part-time associates may accrue paid sick leave and paid time off where required by local law.

What This Job Offers

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