Non-Reg On-Caller - Metairie, LA

Edward Jones • Metairie, LA

3d

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 work independently under the direction of financial advisors while receiving support from their branch, region, and home office. The position includes comprehensive six-month training and peer mentorship.

The BOA provides client service through phone, email, and in-person interactions; supports account opening, transfers, transactions, documentation, and recordkeeping; and handles administrative and operational tasks such as scheduling appointments, preparing meeting materials, managing correspondence, and supporting marketing initiatives. The role also contributes to annual business planning, process improvement, and execution of the branch business plan.

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.
• 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, 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 or situations in clients’ lives that may indicate a need for additional services.
• Update standard operating procedures and streamline processes.
• Execute the branch business plan.
• Learn and use firm-provided software and digital tools.

Benefits

• Comprehensive six-month training and peer mentorship.
• Wide support network spanning the branch office, region, and home office.
• Professional development and continuous improvement culture.
• Rewards program intended to support 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.
• For eligible part-time associates, medical and prescription drug coverage, Health Savings Account, Flexible Spending Account, voluntary benefits, well-being programs, and retirement plan.
• Eligible part-time associates may receive paid sick leave and paid time off where required by law.

What This Job Offers

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