Non-Reg On-Caller - Springfield, IL

Edward Jones • Springfield, IL

3d

About The Position

The Branch Office Administrator (BOA) provides administrative and client-support services 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, financial advisors, and internal support teams, and may work independently while receiving support from the branch, regional, and home-office teams. The position includes six months of comprehensive training and peer mentorship.

The BOA helps clients pursue their long-term financial goals by providing personalized service, responding to inquiries, handling account-related requests at the financial advisor’s direction, maintaining client records, and supporting branch operations and marketing. The role also contributes to annual business planning and helps carry out the branch business plan. Familiarity with the financial services industry and firm-provided software is developed as needed.

Requirements

• Strong computer literacy and willingness to learn new technology and programs.
• Ability to work independently at the direction of a financial advisor.
• Skills in analytical thinking, attention to detail, adaptability, conversational communication, digital tool utilization, and team collaboration.
• Aptitude and willingness to learn about the financial services industry.

Responsibilities

• Provide client service through inbound and outbound calls, email, and in-person interactions; respond to inquiries, resolve issues, and support a positive client experience.
• Develop and maintain relationships with clients, referral sources, and internal client-support team members.
• Support account opening, account 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 perform other administrative tasks.
• Support marketing initiatives, including planning and executing events.
• Participate in the annual business-planning process and assist with strategies for the upcoming year.
• Listen for changes in clients’ lives that may indicate a need for additional services.
• Update standard operating procedures and help streamline processes.
• Execute the branch business plan strategically.

Benefits

• Comprehensive six-month training and an experienced peer mentor.
• Wide support network spanning the branch office, region, and home office.
• Professional development and a culture of continuous improvement.
• Rewards program intended to support a long-term career, financial security, and associates’ and families’ well-being.
• 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, Flexible Spending Account, voluntary benefits, well-being programs, and retirement plan subject to the stated eligibility conditions.
• For eligible part-time associates in applicable locations: 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