Non-Reg On-Caller - Jefferson City, TN

Edward Jones • Jefferson City, TN

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About The Position

The Branch Office Administrator (BOA) provides administrative and client-support services to a financial advisor or team of financial advisors. The role supports client accounts, facilitates communication, and helps create a positive client experience. BOAs work with clients through calls, email, and in-person interactions, and support account-related requests under the direction of the financial advisor.

The position also involves administrative and operational support, including scheduling appointments, preparing client-meeting materials, managing correspondence, and supporting marketing initiatives. The BOA may contribute to annual business planning, update standard operating procedures, and help execute the branch business plan. The role requires learning financial-services processes and firm-provided technology. Training, peer mentorship, and support from branch, regional, and home-office teams are provided.

The posting describes the position as “Non-Reg On-Caller” in Jefferson City, Tennessee. It does not specify a salary amount or a workplace arrangement.

Requirements

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

Responsibilities

• Provide client service through inbound and outbound calls, email, and in-person interactions.
• Respond to client inquiries, resolve issues, and support a positive client experience.
• Develop and maintain relationships with clients, referral sources, and internal client-support team members.
• Support account opening, account transfers, and other 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 handle other administrative tasks.
• Support marketing initiatives, including planning and executing events.
• Assist with the annual business planning process and strategies for the upcoming year.
• Listen for changes in clients’ lives that may indicate a need for additional services.
• Help streamline processes by updating standard operating procedures and executing the branch business plan.

Benefits

• Comprehensive training, including mentorship from an experienced peer.
• Support network spanning the branch office, region, and home office.
• Discretionary and variable compensation programs, including bonus opportunities based on branch and firm profitability and individual performance.
• Opportunity for merit-based salary increases as the employee progresses in the BOA role.
• The posting lists medical and prescription drug coverage, a Health Savings Account, Flexible Spending Account, voluntary benefits, well-being programs, and a retirement plan as benefits for eligible part-time associates meeting stated conditions.

What This Job Offers

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