Non-Reg On-Caller - Marysville, WA

Edward Jones • Marysville, WA

2d

About The Position

The Branch Office Administrator (BOA) provides administrative and client-support services to a financial advisor or a team of financial advisors. The role supports client accounts, facilitates communication, and helps create a positive client experience. BOAs work with clients and internal teams while contributing to branch operations and business planning.

The position includes comprehensive training, peer mentorship, and support from the branch, regional, and home-office teams. Although the BOA often works independently under the direction of a financial advisor, they are backed by a broad support network.

The role also involves participating in annual business planning, identifying client needs that may call for additional services, and planning and executing marketing activities and events.

Requirements

• Analytical thinking.
• Attention to detail.
• Adaptability.
• Conversational skills.
• Digital tool utilization.
• Team collaboration.
• Strong computer literacy and willingness to learn new technology and programs.
• Ability to work independently under the direction of a financial advisor.
• 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 client inquiries, resolve issues, and maintain strong relationships with clients, referral sources, and internal client-support team members.
• Support account opening, account transfers, and other account requests at the direction of the financial advisor.
• Process account transactions, prepare documentation, and maintain accurate client records.
• Schedule appointments, prepare materials for client meetings, manage correspondence, and support marketing initiatives.
• Help streamline processes by updating standard operating procedures (SOPs).
• Support execution of the branch business plan and participate in annual business planning.
• Listen for situations in clients’ lives that may indicate a need for additional services.
• Plan and execute marketing activities, including events.

Benefits

• Comprehensive training and peer mentorship.
• Support network spanning the branch office, region, and home office.
• Professional development and a culture of continuous improvement.
• Rewards program intended to support long-term careers, financial security, and family well-being.
• 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 service-hour conditions.
• Eligible part-time associates may accrue paid sick leave and paid time off where required by applicable law.
• 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.

What This Job Offers

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