Non-Reg On-Caller - Albertville, AL

Edward Jones • Albertville, AL

1d • Onsite

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 clients’ long-term financial goals by helping manage client accounts, facilitating communication, and ensuring a positive client experience. The BOA works at the direction of the financial advisor and may often work independently, with training, mentoring, and support from colleagues across the branch, region, and home office.

The position also contributes to business planning and marketing activities, including assisting with strategies for the upcoming year and planning and executing events. The BOA helps identify client needs by listening for relevant changes in clients’ lives and supporting appropriate services. The role requires learning financial-services processes and firm-provided technology.

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 personalized 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, and other client 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 perform other administrative tasks.
• Support marketing initiatives, including planning and executing events.
• Assist with the annual business planning process and strategically execute the branch business plan.
• Update standard operating procedures and help streamline processes.
• Listen for situations in clients’ lives that may indicate a need for additional services.

Benefits

• Comprehensive training and mentoring from an experienced peer.
• Support network extending from the branch office to the region and home office.
• Professional development and a culture of continuous improvement.
• Rewards program supporting long-term careers, financial security, and family well-being.
• Discretionary and variable compensation programs, including bonus opportunities based on branch and firm profitability and individual performance.
• Merit-based salary increases as associates progress in the BOA role.
• 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 the Retirement Plan subject to plan conditions.
• Where applicable, part-time associates are eligible for 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