Non-Reg On-Caller - Harrisburg, PA

Edward Jones Careers•Harrisburg, PA

3d•Onsite

About The Position

The Branch Office Administrator (BOA) role supports financial advisors in helping clients achieve their long-term financial goals. The primary responsibility is to provide administrative support to one or more financial advisors. Edward Jones values diverse viewpoints and aims to provide a supportive environment for its BOAs, who are considered a vital part of the client support team. The role involves supporting client accounts, facilitating communication, and ensuring a positive client experience. The company offers comprehensive training, including a 6-month program with peer mentorship, and a broad support network. Key activities include delivering personalized service, participating in annual business planning, identifying client needs for additional services, and driving marketing activities like event planning and execution.

Requirements

Analytical Thinking
Attention to Detail
Adaptability
Conversational Skills
Digital Tool Utilization
Team Collaboration
Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records.
Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan.
Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.

Responsibilities

Delivering exceptional personalized service to ensure clients feel understood and informed
Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year
Actively listen for situations in the clients' lives that may indicate a need for additional services
Driving marketing activities such as planning and executing events
Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
Respond to inquiries, resolve issues, and ensure an exceptional experience.
Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
Learn and understand the financial services industry, including account opening, handling account transfers and other requests at the direction of the financial advisor.
Process account transactions, prepare documentation, and maintain accurate client records.
Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives.
Streamlining processes with updating SOPs and strategically execute on the branch business plan.

Benefits

Medical and prescription drug coverage
Health Savings Account
Flexible Spending Account
Voluntary Benefits (such as accident, hospital indemnity, and critical illness)
Well-being programs (such as the Employee Assistance Program)
Retirement Plan (if compensated for 1,000 hours of service during the plan year)
Paid sick leave
Paid time off
Bonus opportunities based on branch and firm profitability, along with individual performance.
Merit-based salary increases