Non-Reg On-Caller - Ottumwa, IA

Edward Jones • Ottumwa, IA

3d

About The Position

The Branch Office Administrator (BOA) provides administrative support to one or more financial advisors and is a key member of the client support team. The role supports client accounts, facilitates communication, and helps ensure a positive client experience. BOAs receive comprehensive training, including peer mentorship, and support from the branch, regional, and home-office teams, while often working independently.

The position involves client service, account-related administration, operational support, and marketing activities. BOAs assist with client inquiries and account requests at the direction of the financial advisor, maintain accurate records, prepare for client meetings, and help carry out the branch business plan. The role also includes listening for client needs that may call for additional services and supporting annual business planning.

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 personalized 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, transactions, and other client requests at the direction of the financial advisor.
• Prepare account documentation and maintain accurate client records.
• Schedule appointments, prepare materials for client meetings, manage correspondence, and perform other administrative tasks.
• Support marketing initiatives, including planning and executing events.
• Assist with the annual business planning process and strategically execute the branch business plan.
• Update standard operating procedures and help streamline processes.
• Listen for changes in clients’ lives that may indicate a need for additional services.

Benefits

• Comprehensive training and peer mentorship.
• Support network extending from the branch office to the region and home office.
• Discretionary and variable compensation programs, including bonus opportunities based on branch and firm profitability and individual performance.
• Opportunity for merit-based salary increases as the employee progresses in the BOA role.
• 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 requirements.
• Where required by law, part-time associates accrue paid sick leave and paid time off based on hours worked.

What This Job Offers

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