Non-Reg On-Caller - Onalaska, WI

Edward Jones • Onalaska, WI

8d • Onsite

About The Position

The Branch Office Administrator (BOA) role involves teaming up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. BOAs are a valued part of the client support team, and their unique experiences and professional backgrounds contribute to the company's success. The role offers a fantastic opportunity to grow your career in a dynamic and rewarding environment, with comprehensive 6-month training, an experienced peer mentor, and a wide support network extending from the branch office to the home office. BOAs deliver exceptional personalized service, take an active role in annual business planning, and actively listen for client needs.

Edward Jones is a Fortune 500 company where people come first, privately-owned and focused on clients rather than shareholder returns. Their purpose is to partner for positive impact to improve the lives of clients and colleagues, and together, better communities and society. They are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

Requirements

• Analytical Thinking
• Attention to Detail
• Adaptability
• Conversational Skills
• Digital Tool Utilization
• Team Collaboration
• Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor.
• Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor.
• Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.

Responsibilities

• Delivering exceptional personalized service to ensure clients feel understood and informed
• Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year
• Actively listen for situations in the clients' lives that may indicate a need for additional services
• Driving marketing activities such as planning and executing events
• Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Respond to inquiries, resolve issues, and ensure an exceptional experience.
• Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
• Process account transactions, prepare documentation, and maintain accurate client records.
• Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives.
• Streamlining processes with updating SOPs and strategically execute on the branch business plan.

Benefits

• Medical and prescription drug coverage
• Health Savings Account
• Flexible Spending Account
• Voluntary Benefits (such as accident, hospital indemnity, and critical illness)
• Well-being programs (such as the Employee Assistance Program)
• Retirement Plan (if compensated for 1,000 hours of service during the plan year)
• Paid sick leave and paid time off (based on hours worked and consistent with applicable law)
• Bonus opportunities based on branch and firm profitability, along with individual performance.
• Merit-based salary increases

What This Job Offers

• Job Type: Part-time
• Career Level: Mid Level
• Education Level: No Education Listed