Non-Reg On-Caller - San Francisco, CA

Edward Jones • San Francisco, CA

3d • Onsite

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 may work independently while receiving support from their branch, region, and home office, along with comprehensive training and peer mentoring.

The role includes serving clients through phone, email, and in-person interactions; assisting with account opening, transfers, transactions, documentation, and recordkeeping at the direction of the financial advisor; and providing administrative and operational support. It also involves helping with annual business planning, maintaining and improving standard operating procedures, supporting marketing initiatives and events, and learning firm-provided technology. The posting describes a dynamic environment focused on professional development, inclusion, and client service.

Requirements

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

Responsibilities

• Provide exceptional client service by responding to inquiries and resolving issues through inbound and outbound calls, email, and in-person interactions.
• Develop and maintain relationships with clients, referral sources, and internal client support team members.
• Support account opening, account transfers, other client requests at the financial advisor’s direction, account transactions, documentation, and accurate client records.
• Schedule appointments, prepare materials for client meetings, manage correspondence, and perform other administrative tasks.
• Assist with the annual business planning process and execute the branch business plan.
• Identify situations in clients’ lives that may indicate a need for additional services.
• Plan and execute marketing activities and events.
• Update standard operating procedures and help streamline processes.
• Learn and use firm-provided technology and software.

Benefits

• Comprehensive training and peer mentoring.
• A wide support network across the branch, 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.
• For eligible part-time associates: medical and prescription drug coverage, Health Savings Account, Flexible Spending Account, voluntary benefits, well-being programs, and retirement plan.
• Eligible part-time associates may accrue paid sick leave and paid time off where required by law.

What This Job Offers

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