Non-Reg On-Caller - Conneaut Lake, PA

Edward Jones • Conneaut Lake, PA

2d

About The Position

The Branch Office Administrator (BOA) provides administrative support to a financial advisor or a team of financial advisors and helps clients work toward their long-term financial goals. The role supports client accounts, facilitates communication, and contributes to a positive client experience. BOAs receive comprehensive training, including mentorship from an experienced peer, and support from the branch, regional, and home-office teams. Although the role often involves working independently, it is backed by a broad support network.

The BOA serves clients through inbound and outbound calls, email, and in-person interactions; supports account opening, transfers, transactions, documentation, and recordkeeping at the direction of the financial advisor; and handles administrative and operational tasks. The role also contributes to annual business planning, marketing activities, process improvements, and execution of the branch business plan. The position requires learning financial-services processes and firm-provided technology.

Requirements

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

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, 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 support marketing initiatives.
• Assist with the annual business-planning process and develop strategies for the upcoming year.
• Listen for changes in clients’ lives that may indicate a need for additional services.
• Plan and execute marketing activities and events.
• Update standard operating procedures, streamline processes, and execute the branch business plan.

Benefits

• Comprehensive training and mentorship from an experienced peer.
• Support network extending from the branch office to the regional and home offices.
• 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.
• Part-time associates meeting the stated eligibility conditions may receive medical and prescription drug coverage, a Health Savings Account, a Flexible Spending Account, voluntary benefits, well-being programs, and retirement plan participation.
• Eligible part-time associates may accrue paid sick leave and paid time off where required by applicable law.

What This Job Offers

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