Non-Reg On-Caller - Lakeland, FL

Edward Jones Careers•Lakeland, FL

21h•Onsite

About The Position

The Branch Office Administrator (BOA) role at Edward Jones involves teaming up with financial advisors to help clients achieve their long-term financial goals. The primary responsibility of a BOA is to provide comprehensive administrative support to a financial advisor or a team of multiple financial advisors. BOAs are a valued part of the client support team, contributing to the firm's success through their unique experiences and professional backgrounds. This role is crucial for supporting client accounts, facilitating communication, and ensuring a positive client experience within a dynamic and rewarding environment. Edward Jones provides extensive support, including a comprehensive 6-month training program with an experienced peer mentor and a wide support network. Associates often work independently but are backed by a large team. Edward Jones is a Fortune 500 company, privately-owned, with over 9 million clients and 20,000 financial advisors across the U.S. and Canada. The firm's purpose is to partner for positive impact, improving the lives of clients, colleagues, and communities. It is described as an innovative, flexible, and inclusive organization that values diverse viewpoints and fosters a sense of belonging, aiming to be a great place to start or build a career.

Requirements

Analytical Thinking
Attention to Detail
Adaptability
Conversational Skills
Digital Tool Utilization
Team Collaboration
Aptitude to learn and understand the financial services industry
Strong ability to work independently at the direction of the financial advisor
Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software

Responsibilities

Deliver exceptional personalized service to ensure clients feel understood and informed
Take an active role in the annual business planning process to assist in developing strategies for the upcoming year
Actively listen for situations in the clients' lives that may indicate a need for additional services
Drive marketing activities such as planning and executing events
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
Learn and understand the financial services industry, including 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
Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives
Streamline processes with updating SOPs and strategically execute on the branch business plan

Benefits

Comprehensive 6-month training including an experienced peer to help mentor you
A wide support network that extends from your branch office to your region to the home office
A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions
An inclusive environment where everyone’s different viewpoints are valued and help to achieve results
Rewards program that promotes a long-term career, your financial security and you and your family’s well-being
Medical and prescription drug coverage (for part-time associates working at least 30 hours a week)
Health Savings Account (for part-time associates working at least 30 hours a week)
Flexible Spending Account (for part-time associates working at least 30 hours a week)
Voluntary Benefits (such as accident, hospital indemnity, and critical illness) (for part-time associates working at least 30 hours a week)
Well-being programs (such as the Employee Assistance Program) (for part-time associates working at least 30 hours a week)
Retirement Plan (if compensated for 1,000 hours of service during the plan year)
Paid sick leave (in locations that require accruals, for part-time associates)
Paid time off (in locations that require accruals, for part-time associates)
Various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance
Merit-based salary increases