Non-Reg On-Caller - Hattiesburg, MS

Edward Jones • Hattiesburg, MS

22h

About The Position

The Branch Office Administrator (BOA) provides administrative and client support to a financial advisor or a team of financial advisors. The role supports clients in pursuing their long-term financial goals by helping manage client accounts, facilitating communication, and delivering a positive client experience. BOAs may work independently while receiving support from colleagues across the branch, region, and home office. The position includes comprehensive six-month training and peer mentoring.

The BOA also contributes to annual business planning, identifies client situations that may indicate a need for additional services, and helps plan and execute marketing activities and events. The role requires client service, account administration, operational support, and use of firm-provided technology.

Requirements

• Analytical thinking, attention to detail, adaptability, conversational skills, digital tool utilization, and team collaboration.
• Ability to provide exceptional client service and communicate through phone, email, and in-person interactions.
• Aptitude 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

• Provide 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 openings, 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 support marketing initiatives.
• Help streamline processes by updating standard operating procedures and execute the branch business plan.
• Participate in annual business planning and assist with developing strategies for the upcoming year.
• Listen for client life changes or circumstances that may indicate a need for additional services.
• Plan and execute marketing activities, including events.

Benefits

• Comprehensive six-month training and peer mentoring.
• Wide support network across the branch office, region, and home office.
• Professional development and a culture of continuous improvement.
• Rewards program supporting long-term career development, financial security, and family well-being.
• Discretionary and variable compensation programs, including bonus opportunities based on branch and firm profitability and individual performance.
• Merit-based salary increases as associates progress in the BOA role.
• Eligible part-time associates averaging at least 30 hours per week over a 12-month measurement period may receive medical and prescription drug coverage, Health Savings Account and Flexible Spending Account, voluntary benefits, well-being programs, and retirement plan eligibility subject to service-hour requirements.
• In locations requiring accruals, eligible part-time associates may receive paid sick leave and paid time off based on hours worked and applicable law.

What This Job Offers

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