Non-Reg On-Caller - Lancaster, OH

Edward Jones • Lancaster, OH

3d

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, and internal client support teams, and may often work independently under the direction of the financial advisor.

The position includes comprehensive six-month training, mentorship from an experienced peer, and support from the branch, regional, and home-office teams. The BOA also contributes to annual business planning, marketing activities, and implementation of the branch business plan.

Requirements

• Analytical thinking.
• Attention to detail.
• Adaptability.
• Conversational skills.
• Digital tool utilization.
• Team collaboration.
• Strong computer literacy and willingness to learn new technology and programs.
• Ability to work independently under the direction of a financial advisor.
• Aptitude to learn and understand the financial services industry.

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 client accounts, including account opening, account transfers, and other 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, manage correspondence, and perform other administrative tasks.
• Support marketing initiatives, including planning and executing events.
• Participate in annual business planning and help develop strategies for the upcoming year.
• Listen for client-life circumstances that may indicate a need for additional services.
• Update standard operating procedures, streamline processes, and execute the branch business plan.
• Use firm-provided technology and software to support branch operations.

Benefits

• Comprehensive six-month training and peer mentorship.
• Support network extending from the branch office through the region to the home office.
• Professional development and continuous-improvement culture.
• Discretionary and variable compensation programs, including bonus opportunities based on branch and firm profitability and individual performance.
• 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 and Flexible Spending Account, voluntary benefits, well-being programs, and retirement plan subject to service-hour conditions.
• Eligible part-time associates may accrue paid sick leave and paid time off where required by applicable law.

What This Job Offers

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