Non-Reg On-Caller - Shelby, NC

Edward Jones • Shelby, NC

16h • Onsite

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 work independently at the direction of the financial advisor while receiving training, peer mentoring, and support from the branch, region, and home office.

The position includes client service, account administration, operational support, and marketing activities. The BOA may assist with annual business planning, branch business plan execution, and process improvement. Training is provided, including support from an experienced peer.

Requirements

• Strong computer literacy and willingness to learn new technologies and programs.
• Ability to work independently at the direction of a financial advisor.
• Ability to provide client service and communicate through calls, email, and in-person interactions.
• Aptitude to learn and understand the financial services industry.
• Skills in analytical thinking, attention to detail, adaptability, conversational communication, digital tool utilization, and team collaboration.

Responsibilities

• Provide client service by phone, email, and in person; respond to inquiries and resolve issues.
• Build and maintain relationships with clients, referral sources, and internal client support team members.
• Support account opening, account transfers, and other account requests at the financial advisor’s direction.
• Process account transactions, prepare documentation, and maintain accurate client records.
• Schedule appointments, prepare materials for client meetings, manage correspondence, and perform administrative tasks.
• Support marketing initiatives, including planning and executing events.
• Assist with the annual business planning process and execute the branch business plan.
• Listen for client life situations that may indicate a need for additional services.
• Update standard operating procedures and help streamline processes.

Benefits

• Comprehensive training and peer mentoring
• Professional development
• Bonus opportunities based on branch and firm profitability and individual performance
• Opportunity for merit-based salary increases
• For eligible part-time associates: medical and prescription drug coverage, Health Savings Account, 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 applicable law

What This Job Offers

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