Non-Reg On-Caller - Raleigh, NC
About The Position
The Branch Office Administrator (BOA) role is a fulfilling career opportunity where BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. Edward Jones is proud to serve over nine million clients, and their BOAs are a valued part of the client support team, contributing significantly to the company's success through their unique experiences and professional backgrounds. The company values different viewpoints to help achieve results. As a Branch Office Administrator, you will be a vital part of the team, providing seamless support to clients. You will play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment. Edward Jones provides comprehensive 6-month training, including an experienced peer mentor, and a wide support network extending from the branch office to the region and home office. While you will often work independently, you will have a team of thousands backing you every step of the way.
Requirements
- Analytical Thinking
- Attention to Detail
- Adaptability
- Conversational Skills
- Digital Tool Utilization
- Team Collaboration
- Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
- Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records.
- Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan.
- Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.
Responsibilities
- Delivering exceptional personalized service to ensure clients feel understood and informed
- Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year
- Actively listen for situations in the clients' lives that may indicate a need for additional services
- Driving marketing activities such as planning and executing events
- Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
- Respond to inquiries, resolve issues, and ensure an exceptional experience.
- Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
- Learn and understand the financial services industry, including account opening, handling account transfers and other requests at the direction of the financial advisor.
- Process account transactions, prepare documentation, and maintain accurate client records.
- Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives.
- Streamlining processes with updating SOPs and strategically execute on the branch business plan.
Benefits
- Medical and prescription drug coverage
- Health Savings Account
- Flexible Spending Account
- Voluntary Benefits (such as accident, hospital indemnity, and critical illness)
- Well-being programs (such as the Employee Assistance Program)
- Retirement Plan (if compensated for 1,000 hours of service during the plan year)
- Paid sick leave
- Paid time off
- Bonus opportunities based on branch and firm profitability, along with individual performance.
- Merit-based salary increases
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What This Job Offers
Job Type
Part-time
Career Level
Mid Level
Education Level
No Education Listed
