Non-Reg On-Caller - Valencia, CA

Edward Jones • Santa Clarita, CA

5d

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 may work independently while receiving training, peer mentorship, and support from the branch, regional, and home-office teams.

The position involves serving clients, assisting with account activity, and providing administrative and operational support under the direction of a financial advisor. It also contributes to business planning, marketing activities, and the maintenance of branch procedures. The role requires learning financial services processes and firm-provided technology.

Requirements

• Analytical thinking, attention to detail, adaptability, conversational skills, digital tool utilization, and team collaboration.
• Strong ability to work independently at the direction of the 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 relationships with clients, referral sources, and internal client support team members.
• Support account opening, transfers, transactions, and other requests at the direction of the financial advisor.
• Prepare documentation and maintain accurate client records.
• Schedule appointments, prepare materials for client meetings, and manage correspondence.
• Support marketing initiatives, including planning and executing events.
• Assist with the annual business planning process and execution of 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.

Benefits

• Comprehensive training and an experienced peer mentor.
• Support network spanning the branch office, region, and home office.
• 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 eligible 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 subject to the stated service-hours condition.
• Where required by law, part-time associates may accrue paid sick leave and paid time off based on hours worked and applicable law.

What This Job Offers

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