Non-Reg On-Caller - Claremore, OK

Edward Jones • Claremore, OK

3d

About The Position

The Branch Office Administrator (BOA) provides administrative support to a financial advisor or team of financial advisors and helps clients work toward their long-term financial goals. The role supports client accounts, facilitates communication, and contributes to a positive client experience. BOAs receive comprehensive training, peer mentoring, and support from a network spanning the branch, region, and home office, while often working independently.

The position involves providing personalized client service, assisting with annual business planning, listening for changes in clients’ circumstances that may indicate a need for additional services, and planning and executing marketing activities. The BOA also handles account-related requests at the financial advisor’s direction, maintains client records, coordinates appointments and meeting materials, manages correspondence, and supports branch operations and marketing initiatives.

Requirements

• Analytical thinking.
• Attention to detail.
• Adaptability.
• Conversational skills.
• Digital tool utilization.
• Team collaboration.
• Strong ability to work independently under 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 client service through inbound and outbound calls, email, and in-person interactions; respond to inquiries, resolve issues, and build strong relationships with clients, referral sources, and internal support team members.
• Support client accounts, including account opening, account transfers, other requests directed by the financial advisor, transaction processing, documentation, and accurate record maintenance.
• Provide administrative and operational support, including scheduling appointments, preparing client meeting materials, managing correspondence, and supporting marketing initiatives.
• Assist with the branch business plan, including annual business planning and execution of strategies.
• Plan and execute marketing activities and events.
• Listen for client life circumstances that may indicate a need for additional services.
• Help streamline processes by updating standard operating procedures (SOPs).
• Use firm-provided technology and software to support branch and client activities.

Benefits

• Comprehensive training and an experienced peer mentor.
• Support network extending from the branch office to the region and home office.
• Professional development and a culture of continuous improvement.
• Rewards program intended to support a long-term career, financial security, 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.
• 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 including an Employee Assistance Program, and retirement plan eligibility subject to plan requirements.
• In locations requiring accruals of paid sick leave and paid time off, eligible part-time associates receive benefits based on hours worked and applicable law.

What This Job Offers

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