Non-Reg On-Caller - Montrose, CO

Edward Jones • Montrose, CO

1d

About The Position

The Branch Office Administrator (BOA) provides administrative support to a financial advisor or a team of financial advisors and helps clients work toward their long-term financial goals. The role supports client accounts, facilitates communication, and contributes to a positive client experience. BOAs receive comprehensive training, including peer mentorship, and support from branch, regional, and home-office teams, while often working independently.

The role includes client service through calls, email, and in-person interactions; account-related processing and recordkeeping; administrative and operational support; and assistance with marketing and branch business planning. The BOA works at the direction of the financial advisor and learns firm-provided financial-services tools and processes.

Requirements

• Analytical thinking.
• Attention to detail.
• Adaptability.
• Conversational skills.
• Digital tool utilization.
• Team collaboration.
• Ability to work independently at the direction of a financial advisor.
• Strong computer literacy and willingness to learn new technology and programs.
• Aptitude to learn and understand the financial services industry.

Responsibilities

• Provide exceptional client service through inbound and outbound calls, email, and in-person interactions; respond to inquiries and resolve issues.
• Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
• Support account opening, account transfers, other account requests at the direction of the financial advisor, and account transactions.
• Prepare account 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 annual business planning and help develop strategies for the upcoming year.
• Listen for changes in clients' lives that may indicate a need for additional services.
• Update standard operating procedures and help streamline processes.
• Execute the branch business plan.

Benefits

• Comprehensive training and peer mentorship.
• Wide support network extending from the branch office to regional and home-office teams.
• Professional development and opportunities for merit-based salary increases.
• Discretionary and variable compensation programs, including bonus opportunities based on branch and firm profitability and individual performance.
• 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.
• In applicable locations, part-time associates 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