Non-Reg On-Caller - North East, MD

Edward Jones • North East, MD

3d

About The Position

The Branch Office Administrator (BOA) provides administrative and client support to a financial advisor or a team of financial advisors. The role supports client accounts, facilitates communication, and helps ensure a positive client experience. BOAs work with clients and internal teams, assist with account activity and branch operations, and support marketing and business-planning initiatives. The role includes comprehensive six-month training, an experienced peer mentor, and support from the branch, region, and home office. Although BOAs often work independently, they are backed by a broad team.

Requirements

• Analytical thinking, attention to detail, adaptability, conversational skills, digital tool utilization, and team collaboration.
• Ability to provide strong client service and communicate through phone, email, and in-person interactions.
• Aptitude to learn and understand the financial services industry.
• Ability to work independently under the direction of a financial advisor.
• Strong computer literacy and willingness to learn new technology and programs.

Responsibilities

• Provide personalized client service and respond to inquiries through inbound and outbound calls, email, and in-person interactions.
• Resolve client issues and build and maintain relationships with clients, referral sources, and internal client support team members.
• Support account opening, account transfers, transactions, and other client 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 handle other administrative tasks.
• Support marketing initiatives, including planning and executing events.
• Assist with annual business planning, develop strategies for the upcoming year, and execute the branch business plan.
• Listen for changes in clients’ lives that may indicate a need for additional services.
• Update standard operating procedures and help streamline processes.
• Learn and use firm-provided technology and software.

Benefits

• Comprehensive six-month training and an experienced peer mentor.
• A wide support network across the branch office, region, and home office.
• Professional development and a culture of continuous improvement.
• Rewards programs intended to support long-term careers, 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.
• Part-time associates averaging at least 30 hours per week over a 12-month measurement period may be eligible for medical and prescription drug coverage, Health Savings Account and Flexible Spending Account, voluntary benefits, well-being programs, and retirement plan subject to the stated service conditions.
• Eligible part-time associates may accrue paid sick leave and paid time off where required by location and applicable law.
• Opportunity for merit-based salary increases as associates progress in the BOA role.

What This Job Offers

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