Non-Reg On-Caller - Rocky Mount, NC

Edward Jones • Rocky Mount, NC

2d

About The Position

The Branch Office Administrator (BOA) provides administrative support to a financial advisor or a team of financial advisors and helps deliver a positive client experience. The role supports client accounts, facilitates communication, and helps clients feel understood and informed. BOAs work with financial advisors, clients, referral sources, and internal client support teams, often working independently with direction from the financial advisor. The company provides comprehensive training, peer mentoring, and support from the branch, regional, and home-office teams.

Responsibilities include providing client service through calls, email, and in-person interactions; managing account-related requests and records; handling administrative and operational tasks; supporting the branch business plan and marketing activities; and using firm-provided technology. The posting describes the position as “Non-Reg On-Caller” in Rocky Mount, North Carolina.

Requirements

• Strong computer literacy and willingness to learn new technology and programs.
• Ability to work independently at the direction of a financial advisor.
• Aptitude 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 through inbound and outbound calls, email, and in-person interactions.
• Respond to client inquiries, resolve issues, and help ensure an exceptional client experience.
• Develop and maintain 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, manage correspondence, and support marketing initiatives.
• Assist with updating standard operating procedures and streamlining processes.
• Support execution of the branch business plan and participate in annual business planning.
• Listen for changes in clients’ lives that may indicate a need for additional services.
• Plan and execute marketing events.
• Use firm-provided technology and software to support the role.

Benefits

• Comprehensive training and an experienced peer mentor.
• A support network spanning the branch office, region, and home office.
• Professional development and a culture of continuous improvement.
• Rewards program intended to support a long-term career, 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.
• Opportunity for merit-based salary increases.
• For eligible part-time associates: medical and prescription drug coverage, Health Savings Account, Flexible Spending Account, voluntary benefits, well-being programs, and retirement plan.
• 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