Non-Reg On-Caller - Fall Creek, WI

Edward Jones Careers • Fall Creek, WI

21h • Onsite

About The Position

The Branch Office Administrator (BOA) role is a fulfilling career opportunity where BOAs team 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. Edward Jones is proud to serve over nine million clients, and their BOAs are a valued part of the client support team. The company values different viewpoints to help achieve results. As a Branch Office Administrator, you'll be a vital part of the team, providing seamless support to clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment. Edward Jones provides comprehensive 6-month training, including an experienced peer mentor, and a wide support network that extends from the branch office to the region and home office. You’ll often work independently but will have a team of thousands backing you every step of the way.

Requirements

• Analytical Thinking
• Attention to Detail
• Adaptability
• Conversational Skills
• Digital Tool Utilization
• Team Collaboration
• Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.

Responsibilities

• Deliver exceptional personalized service to ensure clients feel understood and informed.
• Take 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.
• Drive 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.
• Learn and understand the financial services industry, including account opening, handling account transfers and other requests at the direction of the financial advisor.
• 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.
• Streamline 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
• Paid time off
• Bonus opportunities based on branch and firm profitability, along with individual performance.

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees