Non-Reg On-Caller - John Day, OR

Edward Jones • John Day, OR

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About The Position

The Branch Office Administrator (BOA) provides administrative and client support to a financial advisor or a team of financial advisors. The role supports client accounts, facilitates communication, and helps ensure a positive client experience. BOAs work independently under the direction of a financial advisor while receiving support from their branch, regional, and home-office teams. The position includes six months of comprehensive training, including mentorship from an experienced peer.

The BOA provides client service through phone, email, and in-person interactions; helps manage accounts and transactions; maintains documentation and client records; and handles administrative and operational tasks. The role also supports annual business planning, marketing activities, appointment scheduling, client meeting preparation, correspondence, and process improvements. The posting names MoneyGuide, Salesforce, Microsoft Office, and other firm-provided software as technology used or learned in the role.

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 learn and understand the financial services industry.
• Skills relevant to success include analytical thinking, attention to detail, adaptability, conversational skills, digital tool utilization, and team collaboration.

Responsibilities

• Provide exceptional 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, and other client requests at the financial advisor’s direction.
• Process account transactions, prepare documentation, and maintain accurate client records.
• Schedule appointments, prepare materials for client meetings, manage correspondence, and provide other administrative support.
• Assist with annual business planning and execute the branch business plan.
• Listen for changes in clients’ lives that may indicate a need for additional services.
• Plan and execute marketing activities and events.
• Update standard operating procedures and help streamline processes.

Benefits

• Comprehensive six-month training and mentorship from an experienced peer.
• A wide 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 associates 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, Flexible Spending Account, voluntary benefits, well-being programs, and retirement plan subject to service-hour conditions.
• Eligible part-time associates may accrue paid sick leave and paid time off where required, based on hours worked and applicable law.
• Professional development and a culture of continuous improvement.

What This Job Offers

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