Non-Reg On-Caller - Albertville, AL

Edward Jones • Albertville, AL

1d

About The Position

The Branch Office Administrator (BOA) provides administrative support to a financial advisor or a 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 mentorship, and support from the branch, regional, and home-office teams, while often working independently under a financial advisor’s direction.

The position includes client service, account-management, administrative, operational, and marketing responsibilities. It requires learning financial-services processes and firm-provided technology, maintaining accurate records, and contributing to the branch business plan. The description identifies this opening as “Non-Reg On-Caller” in Albertville, Alabama.

Requirements

• Strong computer literacy and willingness to learn new technology and programs.
• Ability to work independently at the direction of a financial advisor.
• Aptitude to learn and understand the financial-services industry.
• Analytical thinking, attention to detail, adaptability, conversational skills, 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 account documentation and maintain accurate client records.
• Schedule appointments, prepare materials for client meetings, and manage correspondence.
• 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 in clients’ lives that may indicate a need for additional services.
• Update standard operating procedures, streamline processes, and execute the branch business plan.

Benefits

• Comprehensive training and an experienced peer mentor.
• A support network spanning the branch office, 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 as associates progress in the BOA role.
• For eligible part-time associates averaging at least 30 hours per week over a 12-month measurement period: medical and prescription drug coverage, Health Savings Account, Flexible Spending Account, voluntary benefits, well-being programs, and retirement plan subject to the stated service condition.
• Eligible part-time associates may accrue paid sick leave and paid time off where required by applicable law.

What This Job Offers

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