Non-Reg On-Caller - Napoleon, OH

Edward Jones • Napoleon, OH

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 client accounts, facilitates communication, and helps ensure a positive client experience. BOAs work with clients and referral sources, assist with account-related requests at the direction of the financial advisor, and provide administrative and operational support to the branch. The work also includes supporting the branch business plan and marketing initiatives. The position offers comprehensive training, peer mentoring, and support from the branch, regional, and home-office teams. Although BOAs often work independently, they are backed by a broad firm-wide network.

Requirements

• Analytical thinking.
• Attention to detail.
• Adaptability.
• Conversational skills.
• Digital tool utilization.
• Team collaboration.
• Ability to work independently at the direction of the financial advisor.
• Strong computer literacy and willingness to learn new technology and programs.

Responsibilities

• Provide personalized client service through inbound and outbound calls, email, and in-person interactions.
• Respond to client inquiries, resolve issues, and maintain strong relationships with clients, referral sources, and internal client support team members.
• Support account opening, account transfers, and other account 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, and manage correspondence.
• Support marketing initiatives, including planning and executing events.
• Assist with the annual business planning process and help develop strategies for the upcoming year.
• Listen for client circumstances that may indicate a need for additional services.
• Update standard operating procedures and help streamline processes.
• Execute the branch business plan.

Benefits

• Comprehensive training and peer mentoring.
• Support network extending 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 as associates progress in the BOA role.
• For qualifying part-time associates, medical and prescription drug coverage, a Health Savings Account, a Flexible Spending Account, voluntary benefits, well-being programs, and retirement plan eligibility.
• Eligible part-time associates may accrue paid sick leave and paid time off in locations where required by law.

What This Job Offers

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