Non-Reg On-Caller - Metairie, LA

Edward Jones • Metairie, LA

4d

About The Position

The Branch Office Administrator (BOA) provides administrative and client support to a financial advisor or team of financial advisors. The role supports clients in pursuing long-term financial goals by helping manage accounts, facilitating communication, and delivering a positive client experience. The BOA may work independently while receiving support from the branch, regional, and home-office teams. The position includes six months of training and mentorship from an experienced peer.

The BOA provides service through phone, email, and in-person interactions; handles account-related requests at the financial advisor’s direction; supports branch operations and marketing; and helps execute the branch business plan. The role also calls for listening for client needs that may indicate a need for additional services and participating in annual business planning.

Requirements

• Analytical thinking.
• Attention to detail.
• Adaptability.
• Conversational skills.
• Digital tool utilization.
• Team collaboration.
• Ability to provide client service by phone, email, and in person.
• Aptitude to learn and understand the financial services industry.
• Ability to work independently under the direction of a financial advisor.
• Strong computer literacy and willingness to learn new technology and programs.

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, transfers, transactions, and other requests at the financial advisor’s direction.
• Prepare account documentation and maintain accurate client records.
• Schedule appointments, prepare materials for client meetings, manage correspondence, and perform other administrative tasks.
• Support marketing initiatives, including planning and executing events.
• Contribute to annual business planning and help develop strategies for the upcoming year.
• Listen for client situations that may indicate a need for additional services.
• Update standard operating procedures, streamline processes, and execute the branch business plan.
• Use firm-provided technology and programs to support the work.

Benefits

• Comprehensive six-month training and an experienced peer mentor.
• Support network spanning the branch office, region, and home office.
• Professional development and a culture of continuous improvement.
• Discretionary and variable compensation programs, including bonus opportunities based on branch and firm profitability and individual performance.
• Opportunity for merit-based salary increases as the employee progresses 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 and Flexible Spending Account, voluntary benefits, well-being programs including an Employee Assistance Program, and retirement plan eligibility subject to service-hour requirements.
• Where applicable, part-time associates may accrue 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