Non-Reg On-Caller - Cocoa, FL

Edward Jones • Cocoa, FL

2d

About The Position

The Branch Office Administrator (BOA) provides administrative and operational 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 through personalized service and accurate account administration. BOAs may work independently under the direction of a financial advisor and are supported by training, an experienced peer mentor, and a broader network spanning the branch, region, and home office.

The position also contributes to annual business planning, identifies client needs through active listening, supports marketing activities and events, and helps improve branch processes. The role requires learning financial-services processes and firm-provided software, including MoneyGuide, Salesforce, and Microsoft Office products.

Requirements

• Strong computer literacy and willingness to learn new technology and programs.
• Ability to work independently under the direction of a financial advisor.
• Ability to provide exceptional client service and communicate through calls, email, and in-person interactions.
• 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 client meeting materials, manage correspondence, and support marketing initiatives.
• Participate in annual business planning and assist with developing strategies for the upcoming year.
• Listen for situations 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.
• Learn and use firm-provided technology and software.

Benefits

• Comprehensive training and an experienced peer mentor.
• A wide support network from the branch office to the 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.
• Part-time associates averaging at least 30 hours per week over a 12-month measurement period may be eligible for medical and prescription drug coverage, a Health Savings Account, a Flexible Spending Account, voluntary benefits, well-being programs, and a retirement plan subject to service-hour requirements.
• Eligible part-time associates may accrue paid sick leave and paid time off where required by applicable law.

What This Job Offers

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