Non-Reg On-Caller - Louisville, KY

Edward Jones • Louisville, KY

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 may work independently under the direction of a financial advisor while receiving training, peer mentorship, and support from branch, regional, and home-office teams.

The position includes client service, account administration, operational support, and participation in branch marketing and business-planning activities. The BOA is expected to learn the financial services industry and firm-provided technology, maintain accurate client records, and help streamline branch processes.

Requirements

• Strong computer literacy and willingness to learn new technology and programs.
• Ability to work independently under the direction of a financial advisor.
• Ability to provide exceptional client service and communicate with clients by phone, email, and in person.
• Skills in analytical thinking, attention to detail, adaptability, conversational communication, digital tool utilization, and team collaboration.

Responsibilities

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

Benefits

• Comprehensive training and peer mentorship.
• A 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 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, and retirement plan subject to service 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
• Career Level: Entry Level
• Education Level: No Education Listed