Non-Reg On-Caller - Mcdonough, GA

Edward Jones • Mcdonough, GA

3d

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 work with clients, referral sources, financial advisors, and internal support teams, and may often work independently with the backing of a wider support network.

The position includes comprehensive training and access to an experienced peer mentor. The BOA contributes to annual business planning, listens for client needs that may call for additional services, and helps plan and execute marketing activities and events. The role also includes account administration, operational support, and use of firm-provided technology.

Edward Jones describes itself as a privately owned financial services firm serving more than nine million clients, with more than 20,000 financial advisors across the U.S. and Canada. The company emphasizes client and colleague impact, inclusion, professional development, and recognition of associate contributions. Compensation includes discretionary and variable compensation programs, with bonus opportunities based on branch and firm profitability and individual performance; merit-based salary increases may also be available as associates progress in the BOA role.

Requirements

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

Responsibilities

• Provide client service through inbound and outbound calls, email, and in-person interactions; respond to inquiries, resolve issues, and support a positive client experience.
• Develop and maintain relationships with clients, referral sources, and internal client support team members.
• Support account opening, account transfers, and other account requests at the direction of the financial advisor.
• Process account transactions, prepare documentation, and maintain accurate client records.
• Perform administrative tasks, including scheduling appointments, preparing client-meeting materials, and managing correspondence.
• Support marketing initiatives, including planning and executing events.
• Assist with the annual business planning process 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 and help streamline processes.
• Execute the branch business plan strategically.
• Learn and use firm-provided technology and software.

Benefits

• Comprehensive training and an experienced peer mentor.
• A wide support network from the branch office through the region to the home office.
• Professional development and a culture of continuous improvement.
• Rewards program intended to support a long-term career, financial security, and associate and family well-being.
• 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.
• For eligible part-time associates: medical and prescription drug coverage, Health Savings Account, Flexible Spending Account, voluntary benefits, well-being programs including an Employee Assistance Program, and a retirement plan subject to service-hour conditions.
• 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