Non-Reg On-Caller - Oskaloosa, IA

Edward Jones • Oskaloosa, IA

23h

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 and internal teams while contributing to the branch's business planning and marketing activities.

The position includes training and mentoring from an experienced peer, support from a network spanning the branch, region, and home office, and opportunities to work independently with broader team support. Edward Jones describes itself as a privately owned financial services firm serving more than nine million clients, with a focus on clients and positive impact for colleagues and communities.

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.
• Aptitude and willingness to learn and understand the financial services industry.
• Ability to work independently under the direction of a financial advisor.
• Strong computer literacy and willingness to learn new technology and software, including MoneyGuide, Salesforce, and Microsoft Office products.

Responsibilities

• Provide exceptional client service through inbound and outbound calls, email, and in-person interactions; respond to inquiries, resolve issues, and maintain client relationships.
• Support client accounts, including account opening, account transfers, transactions, documentation, and accurate recordkeeping, under the financial advisor's direction.
• Perform administrative and operational tasks, including scheduling appointments, preparing client-meeting materials, and managing correspondence.
• Assist with the annual business planning process and help develop 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, and support other marketing initiatives.
• Update standard operating procedures and streamline processes.
• Execute the branch business plan.
• Use firm-provided technology and software to support branch operations.

Benefits

• Comprehensive training and mentoring 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 long-term career development, financial security, and associate and family well-being.
• Part-time associates meeting the stated hours and eligibility conditions may receive medical and prescription drug coverage, Health Savings Account and Flexible Spending Account, voluntary benefits, well-being programs, and retirement plan benefits.
• 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