Non-Reg On-Caller - Atchison, KS

Edward Jones • Atchison, KS

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 deliver a positive client experience. BOAs may work independently while receiving training, mentoring, and support from colleagues across the branch, region, and home office.

The position includes client service, account-management tasks at the direction of the financial advisor, administrative and operational support, and use of firm-provided technology. The BOA also supports business planning and marketing activities. Edward Jones describes itself as a privately owned financial services firm focused on partnering for positive impact for clients, colleagues, communities, and society.

Requirements

• Strong computer literacy and willingness to learn new technologies and programs.
• Ability to work independently at the direction of the financial advisor.
• Ability to provide client service and communicate with clients through calls, email, and in-person interactions.

Nice To Haves

• Analytical thinking
• Attention to detail
• Adaptability
• Conversational skills
• Digital tool utilization
• Team collaboration

Responsibilities

• Provide exceptional 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, and other client requests at the direction of the financial advisor.
• Process account transactions, prepare documentation, and maintain accurate client records.
• Schedule appointments, prepare materials for client meetings, manage correspondence, and perform other administrative tasks.
• Assist with the branch business plan, including updating standard operating procedures and executing planned strategies.
• Support marketing initiatives, including planning and executing events.
• Listen for changes in clients’ lives that may indicate a need for additional services.
• Participate in the annual business-planning process and help develop strategies for the upcoming year.

Benefits

• Comprehensive training and an experienced peer mentor
• A wide support network extending from the branch office to the region and home office
• Discretionary and variable compensation programs, including bonus opportunities based on branch and firm profitability and individual performance
• Opportunity for merit-based salary increases
• Eligible part-time associates may receive medical and prescription drug coverage, a Health Savings Account, a Flexible Spending Account, voluntary benefits, well-being programs such as the Employee Assistance Program, and access to the Retirement Plan subject to stated eligibility conditions
• Eligible part-time associates may accrue paid sick leave and paid time off where required, based on hours worked and applicable law

What This Job Offers

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