Non-Reg On-Caller - Rochester, NY

Edward Jones • Rochester, NY

3d

About The Position

The Branch Office Administrator provides administrative support to one or more financial advisors and is part of the client support team. The role supports client accounts, facilitates communication, and helps ensure a positive client experience. The position includes comprehensive training, an experienced peer mentor, and support from the branch, regional, and home-office teams. Although the BOA often works independently, they are supported by a broad team.

The BOA provides client service through phone, email, and in-person interactions; supports account opening, transfers, transactions, and documentation at the financial advisor’s direction; and maintains accurate client records. The role also handles scheduling, meeting materials, correspondence, marketing initiatives, process updates, and execution of the branch business plan. The BOA contributes to annual business planning, listens for client needs that may call for additional services, and helps plan and execute marketing events.

Edward Jones is a privately owned financial services firm serving more than nine million clients, with over 20,000 financial advisors across the U.S. and Canada. Its stated purpose is to partner for positive impact to improve the lives of clients and colleagues and, together, communities and society. The firm describes its culture as innovative, flexible, inclusive, and focused on professional development and belonging. Compensation includes discretionary and variable programs, with bonus opportunities based on branch and firm profitability and individual performance, as well as potential merit-based salary increases. The posting does not provide the specific hiring salary range.

Requirements

• Strong computer literacy and willingness to learn new technology and programs.
• Ability to work independently at the direction of a financial advisor.
• Ability to provide service through phone, email, and in-person interactions.
• Aptitude to learn and understand the financial services industry.
• Analytical thinking.
• Attention to detail.
• Adaptability.
• Conversational skills.
• Digital tool utilization.
• 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, and other client requests at the financial advisor’s direction.
• Process account transactions, prepare documentation, and maintain accurate client records.
• Schedule appointments, prepare materials for client meetings, manage correspondence, and support marketing initiatives.
• Participate in the annual business planning process and assist with developing strategies for the upcoming year.
• Listen for changes in clients’ lives that may indicate a need for additional services.
• Plan and execute marketing activities and events.
• Update standard operating procedures, streamline processes, and execute the branch business plan.
• Use firm-provided technology and software to support branch operations.

Benefits

• Comprehensive training and an experienced peer mentor.
• Support network extending from the branch office to the region and home office.
• Professional development and a culture of continuous improvement.
• Rewards program intended to support a long-term career, 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 eligible part-time associates: medical and prescription drug coverage, Health Savings Account, Flexible Spending Account, voluntary benefits, well-being programs such as the Employee Assistance Program, and retirement plan eligibility subject to service-hour conditions.
• For eligible part-time associates in locations requiring accruals: 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