Non-Reg On-Caller - Conneaut Lake, PA

Edward Jones • Conneaut Lake, PA

3d

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 receive comprehensive training, including peer mentorship, and support from the branch, regional, and home-office teams, while often working independently.

The BOA delivers personalized client service, supports annual business planning, listens for client needs that may call for additional services, and helps plan and execute marketing activities. The role also involves account administration, operational support, appointment scheduling, meeting preparation, correspondence, 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 resolve client inquiries and issues.
• 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, including MoneyGuide, Salesforce, Microsoft Office products, and other firm-provided software.

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, account transfers, and other 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 execute the branch business plan.
• Update standard operating procedures and help streamline processes.
• Plan and execute marketing events.
• Listen for client circumstances that may indicate a need for additional services.

Benefits

• Comprehensive training and peer mentorship.
• Support network spanning the branch office, 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 associates progress in the BOA role.
• For eligible part-time associates: medical and prescription drug coverage, Health Savings Account and Flexible Spending Account, voluntary benefits, well-being programs, and 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
• Career Level: Entry Level
• Education Level: No Education Listed