Non-Reg On-Caller - Shreveport, LA

Edward Jones • Shreveport, LA

3d

About The Position

The Branch Office Administrator (BOA) provides administrative and client-support services to a financial advisor or a team of financial advisors. The role supports client accounts, facilitates communication, and helps ensure a positive client experience. The BOA works with clients and internal colleagues while contributing to branch operations and business planning. Training and mentoring, along with support from branch, regional, and home-office teams, are provided. The role may involve working independently while receiving support from the wider organization.

Requirements

• Analytical thinking.
• Attention to detail.
• Adaptability.
• Conversational skills.
• Digital tool utilization.
• Team collaboration.
• Ability to provide client service through phone, email, and in-person interactions.
• Ability to work independently under the direction of a financial advisor.
• Strong computer literacy and willingness to learn new technology and programs.
• Aptitude to learn and understand the financial services industry.

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, manage correspondence, and support marketing initiatives.
• Help update standard operating procedures, streamline processes, and execute the branch business plan.
• Assist with the annual business-planning process and developing strategies for the upcoming year.
• Listen for changes in clients’ lives that may indicate a need for additional services.
• Plan and execute marketing activities and events.
• Use firm-provided software and technology to support branch activities.

Benefits

• Comprehensive training and an experienced peer mentor.
• Support network spanning the branch office, region, and home office.
• Professional development and a culture of continuous improvement.
• Rewards programs supporting long-term careers, financial security, and family well-being.
• Part-time associates averaging at least 30 hours per week over a 12-month measurement period may be eligible for medical and prescription drug coverage, Health Savings Account and Flexible Spending Account, voluntary benefits, well-being programs, and a retirement plan subject to service-hour eligibility.
• Eligible part-time associates may accrue paid sick leave and paid time off where required by location and applicable law.
• 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.

What This Job Offers

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