Non-Reg On-Caller - Purcellville, VA

Edward Jones • Purcellville, VA

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 their long-term financial goals by helping manage client accounts, facilitating communication, and ensuring a positive client experience. BOAs may work independently while receiving training, peer mentorship, and support from colleagues across the branch, region, and home office.

The role also contributes to annual business planning, identifies client situations that may indicate a need for additional services, and supports marketing activities, including planning and executing events. The position requires client service, account management, administrative and operational support, and the ability to use firm-provided technology.

Requirements

• Analytical thinking.
• Attention to detail.
• Adaptability.
• Conversational skills.
• Digital tool utilization.
• Team collaboration.
• Ability to provide exceptional client service across phone, email, and in-person interactions.
• Aptitude to learn and understand the financial services industry.
• Ability to work independently at the direction of the 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, resolve issues, and maintain strong relationships with clients, referral sources, and internal support team members.
• Support client accounts, including account opening, transfers, transactions, and other requests at the direction of the financial advisor.
• 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.
• Assist with the annual business planning process and help develop strategies for the upcoming year.
• Listen for client circumstances that may indicate a need for additional services.
• Update standard operating procedures, streamline processes, and execute the branch business plan.
• Use and learn firm-provided technology and software.

Benefits

• Comprehensive training and peer mentorship.
• 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 associate progresses in the BOA role.
• For 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, and retirement plan eligibility subject to the stated service-hour condition.
• Where required by law, part-time associates accrue paid sick leave and paid time off based on hours worked.

What This Job Offers

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