Non-Reg On-Caller - North East, MD

Edward Jones • North East, MD

1d • Onsite

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 client accounts, facilitates communication, and helps ensure a positive client experience. BOAs work independently under the direction of the financial advisor while receiving support from branch, regional, and home-office teams. The position includes comprehensive six-month training and mentorship from an experienced peer.

The BOA delivers personalized service, supports annual business planning, listens for client needs that may call for additional services, and helps plan and execute marketing activities and events. Responsibilities also include account administration, transactions and documentation, scheduling, meeting preparation, correspondence, maintaining client records, updating standard operating procedures, and supporting execution of the branch business plan. The role uses firm-provided software and tools, including MoneyGuide, Salesforce, and Microsoft Office products.

Requirements

• Strong computer literacy and willingness to learn new technology and programs.
• Ability to work independently at the direction of the financial advisor.
• Aptitude to learn and understand the financial services industry.
• Analytical thinking.
• Attention to detail.
• Adaptability.
• Conversational skills.
• Digital tool utilization.
• Team collaboration.

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 client accounts, including account opening, account transfers, and other 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 other administrative tasks.
• Assist with annual business planning and support development and execution of the branch business plan.
• Listen for client circumstances that may indicate a need for additional services.
• Plan and execute marketing activities and events.
• Update standard operating procedures and help streamline processes.
• Learn and use firm-provided technology and software.

Benefits

• Comprehensive six-month training and experienced peer mentorship.
• Wide support network spanning the branch office, region, and home office.
• Professional development and a culture of continuous improvement.
• Rewards program intended to support long-term careers, 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.
• Eligible part-time associates may receive 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