Non-Reg On-Caller - Dumfries, VA

Edward Jones • Dumfries, VA

7d

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 closely with clients, referral sources, advisors, and internal client-support teams, and may often work independently while receiving support from the branch, regional, and home-office network. The employer provides comprehensive training, including mentorship from an experienced peer.

The position also contributes to annual business planning, identifies client situations that may call for additional services, and supports marketing activities, including planning and executing events. Administrative and operational work includes scheduling appointments, preparing client-meeting materials, managing correspondence, maintaining and updating standard operating procedures, and executing the branch business plan. The role uses firm-provided technology and software, including MoneyGuide, Salesforce, and Microsoft Office products.

Requirements

• Analytical thinking.
• Attention to detail.
• Adaptability.
• Conversational skills.
• Digital tool utilization.
• Team collaboration.
• 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.

Responsibilities

• Provide client service through inbound and outbound calls, email, and in-person interactions; respond to inquiries, resolve issues, and support a positive client experience.
• Develop and maintain relationships with clients, referral sources, and internal client-support team members.
• Support account opening, transfers, transactions, documentation, and accurate client-record maintenance at the direction of the financial advisor.
• 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 developing strategies for the upcoming year.
• Listen for client life situations that may indicate a need for additional services.
• Update standard operating procedures, streamline processes, and execute the branch business plan.
• Learn and use financial-services technology and firm-provided software.

Benefits

• Comprehensive training and mentorship from an experienced peer.
• Support network extending from the branch office to the 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.
• Merit-based salary increases as associates progress in the BOA role.
• Eligible part-time associates averaging at least 30 hours per week over a 12-month measurement period may receive medical and prescription drug coverage, a Health Savings Account and Flexible Spending Account, voluntary benefits, well-being programs, and retirement-plan participation subject to service-hour conditions.
• Eligible part-time associates may accrue paid sick leave and paid time off where required by law, based on hours worked and applicable law.

What This Job Offers

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