Non-Reg On-Caller - Atchison, KS

Edward Jones • Atchison, KS

8d

About The Position

The Branch Office Administrator (BOA) provides administrative and client-service support to a financial advisor or a team of financial advisors. The role supports clients in pursuing their long-term financial goals by assisting with client accounts, facilitating communication, and helping deliver a positive client experience. BOAs receive comprehensive training, peer mentoring, and support from the branch, regional, and home-office teams, while often working independently under the direction of a financial advisor.

The position also contributes to annual business planning, identifies client situations that may indicate a need for additional services, and supports marketing activities, including planning and executing events. The role requires learning financial-services processes and firm-provided technology.

Requirements

• Analytical thinking.
• Attention to detail.
• Adaptability.
• Conversational skills.
• Digital tool utilization.
• Team collaboration.
• Ability to provide client service across phone, email, and in-person interactions.
• Aptitude and willingness to learn the financial services industry.
• Ability to work independently under the direction of a 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 opening, transfers, transactions, and other client requests at the direction of the financial advisor.
• Prepare account documentation and maintain accurate client records.
• Perform administrative tasks, including scheduling appointments, preparing materials for client meetings, and managing correspondence.
• Support marketing initiatives, including planning and executing events.
• Participate in annual business planning and help develop strategies for the upcoming year.
• Listen for client life situations that may indicate a need for additional services.
• Update standard operating procedures, streamline processes, and execute the branch business plan.
• Use and learn firm-provided technology and software.

Benefits

• Comprehensive training and peer mentoring.
• Support network extending from the branch office to the 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 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, a Health Savings Account, a Flexible Spending Account, voluntary benefits, well-being programs, and retirement-plan eligibility subject to service-hour requirements.
• Eligible part-time associates in locations requiring accruals 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