Non-Reg On-Caller - North Little Rock, AR

Edward Jones • North Little Rock, AR

5d

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 clients in achieving their long-term financial goals by helping manage client accounts, facilitating communication, and ensuring a positive client experience. BOAs may work independently while receiving comprehensive training, peer mentorship, and support from teams at the branch, regional, and home-office levels.

The role also contributes to annual business planning, identifies client situations that may indicate a need for additional services, and supports marketing activities such as planning and executing events. The position requires client service, account-management, administrative, operational, and technology capabilities. The job posting identifies the position as a “Non-Reg On-Caller” in North Little Rock, Arkansas.

Requirements

• Analytical thinking.
• Attention to detail.
• Adaptability.
• Conversational skills.
• Digital tool utilization.
• Team collaboration.
• Ability to provide exceptional client service and resolve inquiries and issues.
• Aptitude to learn and understand the financial services industry.
• Ability to work independently at 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, resolve issues, and maintain strong client relationships.
• Build and maintain relationships with referral sources and internal client support team members.
• Support account opening, transfers, transactions, and other requests at the financial advisor’s direction.
• Prepare account documentation and maintain accurate client records.
• Schedule appointments, prepare materials for client meetings, manage correspondence, and support marketing initiatives.
• Help streamline processes by updating standard operating procedures and execute the branch business plan.
• 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.
• Plan and execute marketing events.
• Use firm-provided software and other technology to support branch operations.

Benefits

• Comprehensive training and peer mentorship.
• A wide support network from the branch office to the region and home office.
• Professional development and potential merit-based salary increases.
• Discretionary and variable compensation programs, including bonus opportunities based on branch and firm profitability and individual performance.
• For part-time associates averaging at least 30 hours per week over a 12-month measurement period: medical and prescription drug coverage, Health Savings Account and Flexible Spending Account, voluntary benefits, well-being programs, and retirement plan eligibility subject to service-hour criteria.
• Eligible part-time associates may accrue paid sick leave and paid time off where required by law, based on hours worked.

What This Job Offers

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