Non-Reg On-Caller - Coos Bay, OR

Edward Jones • Coos Bay, OR

1d

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 clients in pursuing their long-term financial goals by assisting with client accounts, facilitating communication, and ensuring a positive client experience. BOAs may work independently while receiving training, peer mentoring, and support from the branch, regional, and home-office networks.

The position also contributes to annual business planning, identifies potential client needs through active listening, and supports marketing activities, including planning and executing events. The role requires learning financial-services processes and firm-provided technology.

Requirements

• Analytical thinking.
• Attention to detail.
• Adaptability.
• Conversational skills.
• Digital tool utilization.
• Team collaboration.
• Ability to provide exceptional client service and communicate through phone, email, and in-person interactions.
• Aptitude and willingness to learn the financial services industry and account-management processes.
• Ability to work independently under the direction of a financial advisor.
• Strong computer literacy and willingness to learn new technology and programs.

Responsibilities

• Provide client service through inbound and outbound calls, email, and in-person interactions; respond to inquiries, resolve issues, and maintain strong relationships with clients, referral sources, and internal support team members.
• Support account opening, account transfers, and other client requests at the financial advisor’s direction; process transactions, prepare documentation, and maintain accurate client records.
• Perform administrative and operational tasks, including scheduling appointments, preparing client meeting materials, and managing correspondence.
• Support marketing initiatives, including planning and executing events.
• Assist with the annual business planning process, develop strategies for the upcoming year, and execute the branch business plan.
• Listen for changes in clients’ lives that may indicate a need for additional services.
• Help streamline processes by updating standard operating procedures (SOPs).

Benefits

• Comprehensive training and peer mentoring.
• 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 employee progresses 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 and Flexible Spending Account, voluntary benefits, well-being programs, and retirement plan eligibility subject to service-hour conditions.
• Eligible part-time associates may accrue paid sick leave and paid time off where required by law.

What This Job Offers

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