Non-Reg On-Caller - Raleigh, NC

Edward Jones • Raleigh, NC

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 pursue their long-term financial goals. The role supports client accounts, facilitates communication, and helps ensure a positive client experience through personalized service and reliable administrative and operational support.

The BOA works at the direction of the financial advisor and often works independently, with training and support from colleagues across the branch, region, and home office. The position contributes to annual business planning, identifies potential client needs through attentive listening, supports marketing activities and events, and helps maintain and improve branch processes. The role requires learning financial-services processes and firm technology, including account-opening and transfer procedures.

The posting describes the role as “Non-Reg On-Caller” in Raleigh, North Carolina. It does not provide a salary amount or specify a work arrangement.

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.
• Team collaboration.

Responsibilities

• Provide 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 direction of the financial advisor.
• Process account transactions, prepare documentation, and maintain accurate client records.
• Schedule appointments, prepare materials for client meetings, manage correspondence, and support marketing initiatives.
• Participate in the annual business planning process and help develop strategies for the upcoming year.
• Listen for changes in clients’ lives that may indicate a need for additional services.
• Plan and execute marketing events.
• Update standard operating procedures and help streamline processes.
• Execute the branch business plan with strategic focus.
• Learn and use firm-provided technology and software.

Benefits

• Comprehensive training, including an experienced peer mentor.
• Support network spanning the branch office, region, and home office.
• Professional development and a culture of continuous improvement.
• Rewards program supporting long-term careers, financial security, and associate and family well-being.
• Discretionary and variable compensation programs, including bonus opportunities based on branch and firm profitability and individual performance.
• Opportunity for merit-based salary increases.
• For qualifying part-time associates: medical and prescription drug coverage, Health Savings Account, Flexible Spending Account, voluntary benefits, well-being programs including the Employee Assistance Program, and Retirement Plan subject to the stated service conditions.
• Eligible part-time associates in locations requiring accruals may receive 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