Non-Reg On-Caller - Cleveland, OK

Edward Jones • Cleveland, OK

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 deliver 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 also contributes to annual business planning, identifies potential client needs through active listening, supports branch marketing activities, and helps execute the branch business plan. The BOA works with clients and referral sources and carries out account-related and administrative tasks at the direction of the financial advisor.

Requirements

• Strong computer literacy and willingness to learn new technology and programs.
• Ability to work independently at the direction of a financial advisor.
• Client-service, communication, and conversational skills.
• Analytical thinking and attention to detail.
• Adaptability and team collaboration skills.
• 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, account transfers, account transactions, and other client requests at the direction of the financial advisor.
• Prepare documentation and maintain accurate client records.
• Schedule appointments, prepare materials for client meetings, manage correspondence, and provide other administrative and operational support.
• Assist with annual business planning and strategically execute the branch business plan.
• Listen for changes in clients’ lives that may indicate a need for additional services.
• Plan and execute marketing activities and events.
• Help streamline processes and update standard operating procedures (SOPs).
• Use firm-provided technology and software to support branch and client work.

Benefits

• Comprehensive training and an experienced peer mentor.
• A wide 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 associates’ and families’ well-being.
• Discretionary and variable compensation programs, including bonus opportunities based on branch and firm profitability and individual performance.
• Opportunity for merit-based salary increases.
• For eligible part-time associates: medical and prescription drug coverage, Health Savings Account, Flexible Spending Account, voluntary benefits, well-being programs including the Employee Assistance Program, and retirement plan, subject to stated eligibility conditions.
• Eligible part-time associates may accrue paid sick leave and paid time off where required by law.

What This Job Offers

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