Non-Reg On-Caller - Davis, CA

Edward Jones • Davis, CA

2d • Onsite

About The Position

The Branch Office Administrator (BOA) role supports financial advisors in helping clients achieve their long-term financial goals. BOAs provide administrative support to a financial advisor or a team of financial advisors. This role is a vital part of the client support team, contributing to the company's success through unique experiences and professional backgrounds. The BOA will support client accounts, facilitate communication, and ensure a positive client experience. This is an opportunity to grow a career in a dynamic and rewarding environment, with comprehensive training and a strong support network.

Requirements

• Analytical Thinking
• Attention to Detail
• Adaptability
• Conversational Skills
• Digital Tool Utilization
• Team Collaboration
• Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Account Management: Aptitude to learn and understand the financial services industry.
• Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor.
• Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.

Responsibilities

• Delivering exceptional personalized service to ensure clients feel understood and informed
• Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year
• Actively listen for situations in the clients' lives that may indicate a need for additional services
• Driving marketing activities such as planning and executing events
• Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Respond to inquiries, resolve issues, and ensure an exceptional experience.
• Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
• Learn and understand the financial services industry, including account opening, handling account transfers and other requests at the direction of the financial advisor.
• Process account transactions, prepare documentation, and maintain accurate client records.
• Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives.
• Streamlining processes with updating SOPs and strategically execute on the branch business plan.

Benefits

• Medical and prescription drug coverage
• Health Savings Account
• Flexible Spending Account
• Voluntary Benefits (such as accident, hospital indemnity, and critical illness)
• Well-being programs (such as the Employee Assistance Program)
• Retirement Plan (if compensated for 1,000 hours of service during the plan year)
• Paid sick leave
• Paid time off
• Bonus opportunities based on branch and firm profitability, along with individual performance.

What This Job Offers

• Job Type: Part-time
• Career Level: Mid Level
• Education Level: No Education Listed