Non-Reg On-Caller - John Day, OR

Edward Jones • John Day, OR

3d

About The Position

The Branch Office Administrator (BOA) provides administrative support to a financial advisor or a team of financial advisors and helps clients pursue their long-term financial goals. The role supports client accounts, facilitates communication, and helps ensure a positive client experience. BOAs work with clients and internal support teams and may often work independently under the direction of a financial advisor.

The position includes comprehensive six-month training, mentorship from an experienced peer, and support from the branch, regional, and home-office teams. The BOA contributes to annual business planning, identifies client needs that may call for additional services, and supports marketing activities, including planning and executing events.

Requirements

• Analytical thinking.
• Attention to detail.
• Adaptability.
• Conversational skills.
• Digital tool utilization.
• Team collaboration.
• Strong computer literacy and willingness to learn new technology and programs.
• Ability to work independently under the direction of a financial advisor.
• 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 strong relationships with clients, referral sources, and internal client support team members.
• Support account opening, account transfers, and other client requests at the direction of the financial advisor.
• Process account transactions, prepare documentation, and maintain accurate client records.
• Handle administrative tasks, including scheduling appointments, preparing materials for client meetings, and managing correspondence.
• Support marketing initiatives, including planning and executing events.
• Contribute to annual business planning and help develop strategies for the upcoming year.
• Listen for situations in clients' lives that may indicate a need for additional services.
• Update standard operating procedures, streamline processes, and execute the branch business plan.
• Use firm-provided and other technology to support client and branch operations.

Benefits

• Comprehensive six-month training and peer mentorship.
• Wide support network spanning the branch office, region, and home office.
• Professional development and a culture of continuous improvement.
• Discretionary and variable compensation programs, including bonus opportunities based on branch and firm profitability and individual performance.
• Opportunity for merit-based salary increases as employees progress in the BOA role.
• For eligible 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 such as the Employee Assistance Program, and retirement plan subject to plan requirements.
• Where required by law, eligible part-time associates accrue paid sick leave and paid time off based on hours worked and applicable law.

What This Job Offers

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