Non-Reg On-Caller - Virginia Beach, VA

Edward Jones • Virginia Beach, VA

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 independently under the direction of the financial advisor while receiving training, peer mentorship, and support from the branch, region, and home office.

The position includes delivering personalized client service, supporting account management and branch operations, contributing to annual business planning, and helping execute marketing activities and the branch business plan. The BOA uses firm-provided technology and software and may assist with account openings, transfers, transactions, documentation, scheduling, correspondence, and client meeting preparation.

Requirements

• Strong computer literacy and willingness to learn new technology and programs.
• Ability to work independently under the direction of a 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.
• Analytical thinking.
• Attention to detail.
• Adaptability.
• Conversational skills.
• Digital tool utilization.
• 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 openings, 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.
• Take an active role in annual business planning and help develop strategies for the upcoming year.
• Listen for changes in clients’ lives that may indicate a need for additional services.
• Update standard operating procedures and help streamline processes.
• Execute the branch business plan.
• Learn and use firm-provided technology and programs.

Benefits

• Comprehensive training and mentorship from an experienced peer.
• Support network spanning the branch office, 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.
• Eligible part-time associates averaging at least 30 hours a week over a 12-month measurement period may receive medical and prescription drug coverage, a Health Savings Account, a Flexible Spending Account, voluntary benefits, well-being programs, and a retirement plan subject to service-hour requirements.
• Eligible part-time associates in locations requiring accruals may receive paid sick leave and paid time off based on hours worked and applicable law.
• Professional development and a culture of continuous improvement.
• Inclusive environment that values different viewpoints.

What This Job Offers

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