Non-Reg On-Caller - Oroville. CA

Edward Jones•Oroville, CA

About The Position

The Branch Office Administrator (BOA) provides administrative and client support to a financial advisor or team of financial advisors. The role supports client accounts, facilitates communication, and helps ensure a positive client experience. BOAs may work independently while receiving training, peer mentorship, and support from the branch, regional, and home-office teams. The position includes serving clients through phone, email, and in-person interactions; supporting account-related requests at the financial advisor’s direction; maintaining records and preparing documentation; and handling administrative and operational tasks. The BOA also contributes to annual business planning, branch marketing activities and events, process improvements, and implementation of the branch business plan.

Requirements

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

Responsibilities

Provide exceptional 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, and other client 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 support marketing initiatives.
Assist with the annual business planning process and help develop strategies for the upcoming year.
Listen for client circumstances that may indicate a need for additional services.
Plan and execute marketing activities and events.
Update standard operating procedures and streamline processes.
Execute the branch business plan strategically.

Benefits

Comprehensive training and peer mentorship.
Support network spanning the branch office, region, and home office.
Medical and prescription drug coverage for eligible part-time associates averaging at least 30 hours per week over a 12-month measurement period.
Health Savings Account and Flexible Spending Account for eligible part-time associates.
Voluntary benefits, such as accident, hospital indemnity, and critical illness coverage, for eligible part-time associates.
Well-being programs, such as the Employee Assistance Program, for eligible part-time associates.
Retirement Plan for eligible part-time associates compensated for 1,000 hours of service during the plan year.
Paid sick leave and paid time off where required by local law, for eligible part-time associates based on hours worked.
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.
Professional development.