Non-Reg On-Caller - Seattle, WA

Edward Jones • Seattle, WA

16h

About The Position

The Branch Office Administrator (BOA) provides administrative support to one or more financial advisors and plays a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. The role includes client service, account administration, operational support, and assistance with branch marketing and business planning. BOAs often work independently under the direction of a financial advisor and are supported by training, an experienced peer mentor, and a broader network across the branch, region, and home office.

The position is with Edward Jones, a privately owned financial services firm serving clients in the U.S. and Canada. The firm describes its culture as inclusive and focused on professional development, continuous improvement, and recognizing associates’ contributions. The posting identifies the location as Seattle, Washington.

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.
• 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 through inbound and outbound calls, email, and in-person interactions; respond to inquiries and resolve issues.
• Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
• Support client accounts, including account opening, transfers, transactions, documentation, and accurate recordkeeping, at the direction of the financial advisor.
• Schedule appointments, prepare materials for client meetings, manage correspondence, and handle other administrative tasks.
• Assist with annual business planning and develop strategies for the upcoming year.
• Listen for situations in clients’ lives that may indicate a need for additional services.
• Plan and execute marketing activities and events.
• Support branch business-plan execution and update standard operating procedures to streamline processes.
• Learn and use firm-provided technology and software.

Benefits

• Comprehensive training and an experienced peer mentor.
• A wide support network from the branch office through the region to the home office.
• Professional development and a culture of continuous improvement.
• Rewards program intended to support a long-term career, financial security, 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 the stated hours and eligibility conditions.
• Eligible part-time associates in locations requiring accruals may receive paid sick leave and paid time off based on hours worked and applicable law.

What This Job Offers

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