Non-Reg On-Caller - Littleton, CO

Edward Jones • Littleton, CO

2d

About The Position

The Branch Office Administrator (BOA) provides administrative support to one or more financial advisors and helps deliver a positive client experience. The role supports client accounts, facilitates communication, and assists clients in pursuing their long-term financial goals. BOAs may work independently while receiving training, mentorship, and support from colleagues across the branch, region, and home office.

The position combines client service, account management, and administrative and operational support. It includes responding to client inquiries, assisting with account requests at the direction of the financial advisor, maintaining client records, preparing for meetings, supporting marketing initiatives, and helping execute the branch business plan. The role also contributes to annual business planning and may identify client needs that suggest additional services could be helpful.

Requirements

• Strong computer literacy and willingness to learn new technology and programs.
• Ability to work independently at the direction of a financial advisor.
• Ability to provide exceptional client service and communicate with clients by phone, email, and in person.
• Attention to detail, analytical thinking, adaptability, conversational skills, digital tool utilization, and team collaboration.
• Aptitude to learn and understand the financial services industry.

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, transactions, and other client account requests at the direction of the financial advisor.
• Prepare documentation and maintain accurate client records.
• Schedule appointments, prepare materials for client meetings, manage correspondence, and handle other administrative tasks.
• Support marketing initiatives, including planning and executing events.
• Assist with the annual business planning process and execute the branch business plan.
• Update standard operating procedures and help streamline processes.
• Listen for changes in clients’ lives that may indicate a need for additional services.

Benefits

• Comprehensive training and peer mentorship.
• A broad 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 associate and family 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 and Flexible Spending Account, voluntary benefits, well-being programs, and retirement plan, subject to stated eligibility conditions.
• Eligible part-time associates may accrue paid sick leave and paid time off where required by location and applicable law.

What This Job Offers

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