Non-Reg On-Caller - Morris, IL

Edward Jones • Morris, IL

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 work with clients, referral sources, financial advisors, and internal support teams while contributing to branch operations and business planning.

The role includes comprehensive training, an experienced peer mentor, and support from the branch, regional, and home-office teams. BOAs often work independently while drawing on a broad support network. The position offers opportunities for professional development and career growth in a financial services firm.

Requirements

• Strong computer literacy and willingness to learn new technology and programs.
• Ability to work independently at the direction of the financial advisor.
• Ability to provide client service and communicate through phone, email, and in-person interactions.
• Aptitude to learn and understand the financial services industry.
• Skills relevant to the role include analytical thinking, attention to detail, adaptability, conversational skills, digital tool utilization, and 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 account opening, account transfers, account transactions, and other client requests at the direction of the financial advisor.
• 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 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.
• Execute the branch business plan.
• Learn and use firm-provided technology and software.

Benefits

• Comprehensive training and peer mentoring.
• Professional development and continuous improvement culture.
• Rewards program intended to support a long-term career, financial security, and family well-being.
• 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.
• 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, Flexible Spending Account, voluntary benefits, well-being programs including an Employee Assistance Program, and retirement plan subject to service-hour conditions.
• Eligible part-time associates in locations requiring accruals may receive paid sick leave and paid time off based on hours worked and applicable law.

What This Job Offers

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