Non-Reg On-Caller - Round Lake, IL

Edward Jones • Round Lake, IL

6d

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, financial advisors, and internal support teams, often working independently with guidance from the financial advisor and support from the broader organization.

The role includes comprehensive six-month training with an experienced peer mentor, as well as support from the branch office, region, and home office. The BOA may contribute to annual business planning, identify client needs that could call for additional services, and plan and execute marketing events. The position also involves learning financial-services processes and firm-provided technology.

Requirements

• Analytical thinking.
• Attention to detail.
• Adaptability.
• Conversational skills.
• Digital tool utilization.
• Team collaboration.
• Ability to provide client service across phone, email, and in-person channels.
• 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 client service through inbound and outbound calls, email, and in-person interactions; respond to inquiries and resolve issues.
• Build and maintain relationships with clients, referral sources, and internal client-support team members.
• Support client accounts, including account opening, account transfers, transactions, and other 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 provide other administrative and operational support.
• Support marketing initiatives, including planning and executing events.
• Participate in the annual business planning process and help develop strategies for the upcoming year.
• Listen for changes or situations in clients’ lives that may indicate a need for additional services.
• Update standard operating procedures and help streamline processes.
• Execute the branch business plan.
• Learn and use firm technology and software.

Benefits

• Comprehensive six-month training, including mentorship from an experienced peer.
• Support network spanning the branch office, region, and home office.
• Professional development and a culture of continuous improvement.
• Rewards program intended to support a long-term career, financial security, and employee and family well-being.
• Part-time associates averaging at least 30 hours per week over a 12-month measurement period may qualify for 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 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