Non-Reg On-Caller - Pigeon Forge, TN

Edward Jones • Pigeon Forge, TN

1d

About The Position

The Branch Office Administrator (BOA) provides administrative support to a financial advisor or a team of financial advisors and helps clients work toward their long-term financial goals. The role supports client accounts, facilitates communication, and contributes to a positive client experience through client service, account administration, and operational support.

The BOA works at the direction of the financial advisor, often independently while supported by a broader team. The position includes comprehensive six-month training, including mentorship from an experienced peer, and access to support from the branch, region, and home office. The BOA also contributes to business planning, marketing activities, process improvements, and the execution of the branch business plan.

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, and team collaboration.

Responsibilities

• Provide client service through inbound and outbound calls, email, and in-person interactions; respond to inquiries, resolve issues, and help ensure a positive client experience.
• 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 direction of the financial advisor.
• Process account transactions, prepare documentation, and maintain accurate client records.
• Handle administrative tasks such as scheduling appointments, preparing materials for client meetings, and managing correspondence.
• Support marketing initiatives, including planning and executing events.
• Take an active role in the annual business planning process and assist with developing strategies for the upcoming year.
• Listen for changes in clients’ lives that may indicate a need for additional services.
• Update standard operating procedures and streamline processes.
• Execute the branch business plan.

Benefits

• Comprehensive six-month training and experienced-peer mentorship.
• Support network spanning the branch office, 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 associate progresses in the BOA role.
• Eligible part-time associates meeting the stated hours and service conditions may receive medical and prescription drug coverage, a Health Savings Account, a Flexible Spending Account, voluntary benefits, well-being programs, and retirement plan access.
• Eligible part-time associates may receive paid sick leave and paid time off where required by law, based on hours worked.

What This Job Offers

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