Non-Reg On-Caller - Lake Placid, FL

Edward Jones • Lake Placid, FL

18h

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 client accounts, facilitates communication, and helps ensure a positive client experience. BOAs work with clients, referral sources, and internal support teams, and may work independently while receiving training, peer mentorship, and support from the branch, region, and home office.

The position also contributes to annual business planning, branch marketing activities, and the execution of the branch business plan. The BOA is expected to learn financial services processes and firm technology, with training and ongoing professional development available.

Requirements

• Analytical thinking.
• Attention to detail.
• Adaptability.
• Conversational skills.
• Digital tool utilization.
• Team collaboration.
• Ability to work independently at the direction of the financial advisor.
• Strong computer literacy and willingness to learn new technology and programs.

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, transfers, transactions, and other requests at the direction of the financial advisor.
• Prepare account documentation and maintain accurate client records.
• Schedule appointments, prepare client meeting materials, manage correspondence, and perform other administrative tasks.
• Support marketing initiatives, including planning and executing events.
• Participate in annual business planning and help develop strategies for the upcoming year.
• Listen for client circumstances that may indicate a need for additional services.
• Update standard operating procedures, streamline processes, and execute the branch business plan.

Benefits

• Comprehensive training and mentorship from an experienced peer.
• A wide support network spanning the branch office, region, and home office.
• Professional development and a culture of continuous improvement.
• Discretionary and variable compensation programs, including bonus opportunities based on branch and firm profitability and individual performance.
• Merit-based salary increase opportunities as associates progress in the BOA role.
• Eligible part-time associates meeting the stated hours criteria may receive medical and prescription drug coverage, Health Savings Account and Flexible Spending Account, voluntary benefits, well-being programs, and retirement plan benefits.
• Eligible part-time associates may accrue paid sick leave and paid time off in locations where required, based on hours worked and applicable law.

What This Job Offers

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