Non-Reg On-Caller - Greenville, OH

Edward Jones • Greenville, OH

4d

About The Position

As a Branch Office Administrator (BOA), you provide administrative and client support to a financial advisor or team of financial advisors. You support client accounts, facilitate communication, and help ensure a positive client experience. The role includes client service, account administration, operational support, and assistance with branch marketing and business planning. You will often work independently while receiving training, peer mentorship, and support from a wider network across the branch, region, and home office.

The position calls for personalized client service, active listening to identify potential client needs, participation in annual business planning, and planning and executing marketing events. You will work with clients through calls, email, and in-person interactions, and use firm-provided technology and software.

Requirements

• Analytical thinking.
• Attention to detail.
• Adaptability.
• Conversational skills.
• Digital tool utilization.
• Team collaboration.
• Ability to provide strong client service and maintain relationships.
• Aptitude and willingness to learn and understand the financial services industry.
• Ability to work independently at the direction of the financial advisor.
• Strong computer literacy and willingness to learn new technology and programs.

Responsibilities

• Deliver personalized service and respond to client inquiries through inbound and outbound calls, email, and in-person interactions.
• Resolve client issues and develop 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 perform other administrative tasks.
• Support marketing initiatives, including planning and executing events.
• Participate in annual business planning and help develop strategies for the upcoming year.
• Listen for changes or situations in clients' lives that may indicate a need for additional services.
• Update standard operating procedures, streamline processes, and execute the branch business plan.
• Use firm-provided software and technology to support branch operations.

Benefits

• Comprehensive training and mentorship from an experienced peer.
• Support from a network spanning the branch office, region, and home office.
• 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.
• Opportunity for merit-based salary increases as associates progress in the BOA role.
• For eligible part-time associates: medical and prescription drug coverage, Health Savings Account and Flexible Spending Account, voluntary benefits, well-being programs, and retirement plan.
• Eligible part-time associates in locations requiring accruals may receive 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