Non-Reg On-Caller - Longmont, CO

Edward Jones • Longmont, CO

1d

About The Position

The Branch Office Administrator (BOA) provides administrative and client support to a financial advisor or team of financial advisors. The role supports client accounts, facilitates communication, and helps ensure a positive client experience. BOAs work independently under the financial advisor’s direction while receiving training, mentorship, and support from the branch, regional, and home-office teams. The position also contributes to annual business planning, branch marketing, and process improvement.

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 effective client service and develop relationships with clients, referral sources, and internal support team members.
• Aptitude and willingness to learn about the financial services industry.
• The listed skills include analytical thinking, attention to detail, adaptability, conversational skills, digital tool utilization, and team collaboration.

Responsibilities

• Provide client service through inbound and outbound calls, email, and in-person interactions; respond to inquiries, resolve issues, and build strong client relationships.
• Support client account activities, including account opening, transfers, transactions, documentation, and accurate recordkeeping, at the direction of the financial advisor.
• Schedule appointments, prepare client-meeting materials, manage correspondence, and perform other administrative and operational tasks.
• Assist with the annual business-planning process and execute the branch business plan.
• Listen for changes in clients’ lives that may indicate a need for additional services.
• Plan and execute marketing activities and events.
• Update standard operating procedures and help streamline branch processes.
• Use firm-provided technology and software to support branch operations.

Benefits

• Comprehensive training and peer mentorship.
• Support network extending from the branch office to the region and home office.
• Professional development and continuous-improvement culture.
• Rewards program intended to support 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 increase opportunities as associates progress in the BOA role.
• 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 receive 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