Non-Reg On-Caller - Carlsbad, NM

Edward Jones • Carlsbad, NM

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. BOAs often work independently while receiving training, peer mentoring, and support from colleagues across the branch, region, and home office.

The position includes client service, account management, administrative and operational support, and the use of firm-provided technology. The BOA also contributes to annual business planning, marketing activities, process improvement, and the execution of the branch business plan. The posting describes a culture focused on professional development, inclusion, and recognizing associates’ contributions. Compensation may include discretionary and variable programs, including bonus opportunities based on branch and firm profitability and individual performance.

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 provide client service through inbound and outbound calls, email, and in-person interactions.
• Ability to learn and understand the financial services industry.
• Analytical thinking.
• Attention to detail.
• Adaptability.
• Conversational skills.
• Digital tool utilization.
• Team collaboration.

Responsibilities

• Provide exceptional client service by phone, email, and in person; respond to inquiries, resolve issues, and help ensure a positive experience.
• Develop and maintain relationships with clients, referral sources, and internal client support team members.
• Support account opening, account transfers, transactions, and other requests at the financial advisor’s direction.
• Prepare documentation and maintain accurate client records.
• Schedule appointments, prepare materials for client meetings, manage correspondence, and perform other administrative tasks.
• Support marketing initiatives, including planning and executing events.
• Participate in annual business planning and assist with 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 training and peer mentorship.
• Professional development and a culture of continuous improvement.
• Rewards program supporting long-term careers, financial security, and family well-being.
• For eligible part-time associates, medical and prescription drug coverage, Health Savings Account, Flexible Spending Account, voluntary benefits, well-being programs, and retirement plan.
• Merit-based salary increase opportunities.
• Discretionary and variable compensation programs, including bonus opportunities based on branch and firm profitability and individual performance.

What This Job Offers

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