Non-Reg On-Caller - Virginia Beach, VA

Edward Jones • Virginia Beach, VA

7d

About The Position

The Branch Office Administrator (BOA) provides administrative support to a financial advisor or a team of financial advisors and helps clients work toward their long-term financial goals. The role supports client accounts, facilitates communication, and contributes to a positive client experience. BOAs receive comprehensive training, including peer mentoring, and support from the branch, regional, and home-office teams, while often working independently.

The BOA provides personalized client service, supports annual business planning, listens for clients’ changing needs, and helps plan and execute marketing events. The role also involves account administration, scheduling, correspondence, meeting preparation, process documentation, and use of financial-services and office software.

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 exceptional 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 requests at the financial advisor’s direction.
• Process account transactions, prepare documentation, and maintain accurate client records.
• Schedule appointments, prepare materials for client meetings, manage correspondence, and support marketing initiatives.
• Update standard operating procedures and streamline processes.
• Help execute 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 activities and events.

Benefits

• Comprehensive training and peer mentoring.
• Support from branch, regional, and home-office teams.
• Discretionary and variable compensation programs, including bonus opportunities based on branch and firm profitability and individual performance.
• Opportunity for merit-based salary increases as the employee progresses in the BOA role.
• For eligible part-time associates: medical and prescription drug coverage, Health Savings Account and Flexible Spending Account, voluntary benefits, well-being programs, and retirement plan.
• In applicable locations, eligible part-time associates accrue paid sick leave and paid time off based on hours worked and applicable law.
• Professional development and a culture of continuous improvement.

What This Job Offers

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