Non-Reg On-Caller - Greenville, OH

Edward Jones • Greenville, OH

3d

About The Position

The Branch Office Administrator (BOA) provides administrative support to one or more 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 through personalized service and operational support.

The BOA works at the direction of the financial advisor and may work independently while being supported by a broader team. Responsibilities span client service, account administration, scheduling and meeting preparation, marketing support, and branch business planning. The role also involves learning financial-services processes and firm-provided technology. Comprehensive training and peer mentorship are provided.

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.
• Skills in analytical thinking, attention to detail, adaptability, conversational communication, digital tool utilization, and team collaboration.

Responsibilities

• Provide exceptional client service through inbound and outbound calls, email, and in-person interactions; respond to inquiries and resolve issues.
• Build 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 handle other administrative tasks.
• Support marketing initiatives, including planning and executing events.
• Take an active role in annual business planning 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 and execute the branch business plan.
• Learn and use firm-provided technology and software.

Benefits

• Comprehensive training and an experienced peer mentor.
• A wide support network spanning the branch office, region, and home office.
• Professional development and a culture of continuous improvement.
• Rewards program supporting long-term careers, financial security, and associate 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 qualifying part-time associates: medical and prescription drug coverage, Health Savings Account, Flexible Spending Account, voluntary benefits, well-being programs, and retirement plan eligibility.
• For qualifying part-time associates in applicable locations: paid sick leave and paid time off based on hours worked and applicable law.

What This Job Offers

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