Non-Reg On-Caller - Carlsbad, NM

Edward Jones • Carlsbad, NM

22h

About The Position

The Branch Office Administrator (BOA) provides administrative and operational support to a financial advisor or team of financial advisors, helping clients pursue their long-term financial goals. The role supports client accounts, facilitates communication, and helps ensure a positive client experience. BOAs work with clients and internal support teams, and may often work independently while receiving support from colleagues across the branch, region, and home office. Training includes an experienced peer mentor.

The position also contributes to annual business planning, identifies client needs that may call for additional services, and supports marketing activities, including planning and executing events. Duties span client service, account administration, office operations, scheduling, meeting preparation, correspondence, and technology use. The posting describes an on-caller role in Carlsbad, New Mexico, but does not otherwise specify its schedule or work arrangement.

Requirements

• Analytical thinking.
• Attention to detail.
• Adaptability.
• Conversational skills.
• Digital tool utilization.
• Team collaboration.
• Ability to work independently at 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 service to clients through inbound and outbound calls, email, and in-person interactions.
• Respond to client inquiries, resolve issues, and build strong relationships with clients, referral sources, and internal client support team members.
• Support client accounts, including opening accounts, handling transfers and other requests at the financial advisor’s direction, processing transactions, preparing documentation, and maintaining accurate records.
• Perform administrative and operational tasks, including scheduling appointments, preparing materials for client meetings, and managing correspondence.
• Support marketing initiatives, including planning and executing events.
• Take part in annual business planning and help develop strategies for the upcoming year.
• Listen for circumstances in clients’ lives 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 training and peer mentorship.
• Wide support network from the branch office, region, and 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 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 eligibility subject to plan conditions.
• Where required by law, part-time associates may accrue paid sick leave and paid time off based on hours worked.

What This Job Offers

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