Non-Reg On-Caller - Raymore, MO

Edward Jones • Raymore, MO

14h

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 may work independently while receiving training, mentorship, and support from the branch, regional, and home-office teams.

The BOA provides client service through phone, 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 business planning, marketing activities, process improvements, and the execution of the branch business plan. The position requires learning firm-provided technology and financial-services processes.

Edward Jones describes itself as a privately owned financial services firm serving clients in the U.S. and Canada. Its stated purpose is to partner for positive impact and improve the lives of clients and colleagues and the broader community. The firm describes its workplace as inclusive and focused on professional development and belonging.

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 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, and other account 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 client life situations that may indicate a need for additional services.
• Plan and execute marketing activities and events.
• Update standard operating procedures and streamline processes.
• Execute the branch business plan.
• Learn and use firm-provided technology and software.

Benefits

• Comprehensive training and an experienced peer mentor.
• A wide support network extending from the branch office to the 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.
• Part-time associates meeting the stated hours and service conditions may be eligible for medical and prescription drug coverage, Health Savings Account and Flexible Spending Account, voluntary benefits, well-being programs, and a retirement plan.
• Eligible part-time associates may accrue paid sick leave and paid time off where required by law.

What This Job Offers

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