Non-Reg On-Caller - Mcdonough, GA

Edward Jones • McDonough, GA

1d

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 through calls, email, and in-person interactions, while helping manage account requests, maintain records, coordinate office operations, and support branch marketing and business planning.

The position includes comprehensive training, mentorship from an experienced peer, and support from the branch, regional, and home-office teams. BOAs may often work independently while having access to a broad support network.

Requirements

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

Responsibilities

• Provide personalized client service through inbound and outbound calls, email, and in-person interactions.
• Respond to client inquiries, resolve issues, and maintain strong relationships with clients, referral sources, and internal support team members.
• Support account opening, account transfers, transactions, and other client requests at the direction of the financial advisor.
• Prepare account documentation and maintain accurate client records.
• Schedule appointments, prepare materials for client meetings, manage correspondence, and handle administrative tasks.
• Support marketing initiatives, including planning and executing events.
• Assist with the annual business planning process and execute the branch business plan.
• Update standard operating procedures and help streamline processes.
• Listen for changes in clients' lives that may indicate a need for additional services.

Benefits

• Comprehensive training and mentorship from an experienced peer.
• Support network extending from the branch office to the region and home office.
• Bonus opportunities based on branch and firm profitability, as well as individual performance.
• Opportunity for merit-based salary increases as employees progress in the BOA role.
• Eligible part-time associates averaging at least 30 hours per week over a 12-month measurement period may receive medical and prescription drug coverage, Health Savings Account and Flexible Spending Account, voluntary benefits, well-being programs, and retirement plan eligibility subject to service-hour requirements.
• Eligible part-time associates may accrue paid sick leave and paid time off where required by local law.

What This Job Offers

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