Non-Reg On-Caller - Midland, MI

Edward Jones • Midland, MI

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 work at the direction of financial advisors and may work independently while supported by a wider branch, regional, and home-office network. The position includes six months of training and peer mentorship.

The BOA delivers personalized client service, contributes to annual business planning, listens for client needs that may call for additional services, and helps plan and execute marketing activities. The role also includes account administration, operational support, appointment scheduling, preparation of client-meeting materials, correspondence management, process documentation, and use of firm-provided technology.

Requirements

• Analytical thinking, attention to detail, adaptability, conversational skills, digital tool utilization, and team collaboration.
• Strong computer literacy and willingness to learn new technology and programs.
• Ability to work independently at the direction of a financial advisor.
• Aptitude to learn and understand the financial services industry.

Responsibilities

• Provide 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, account transfers, account transactions, and other client requests at the financial advisor’s direction.
• Prepare account documentation and maintain accurate client records.
• Schedule appointments, prepare materials for client meetings, manage correspondence, and support marketing initiatives.
• Assist with the annual business planning process and execute the branch business plan.
• Help plan and execute marketing events and activities.
• Update standard operating procedures and help streamline processes.
• Listen for client circumstances that may indicate a need for additional services.

Benefits

• Comprehensive six-month training and peer mentorship.
• 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.
• Merit-based salary increase opportunities as associates progress 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-hours condition.
• In locations requiring accruals of paid sick leave and paid time off, eligible part-time associates receive these benefits based on hours worked and applicable law.

What This Job Offers

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