Non-Reg On-Caller - Modesto, CA

Edward Jones Careers • Modesto, CA

1d • Onsite

About The Position

The Branch Office Administrator (BOA) role at Edward Jones is a fulfilling career opportunity for individuals looking to team up with financial advisors and help clients achieve their long-term financial goals. The primary responsibility of a BOA is to provide comprehensive administrative support to one or more financial advisors. Edward Jones serves over nine million clients, and BOAs are a crucial part of the client support team, contributing significantly to the firm's success through their diverse experiences and professional backgrounds. The role involves providing seamless support to clients, managing client accounts, facilitating communication, and ensuring a positive client experience. This position offers a dynamic and rewarding environment with ample opportunities for career growth. Edward Jones provides extensive support, including a comprehensive 6-month training program with an experienced peer mentor and a wide support network extending from the branch office to the home office. While BOAs often work independently, they are backed by a large team. Edward Jones is a Fortune 500 company, privately-owned, and prioritizes clients over shareholder returns. The firm's purpose is to partner for positive impact, improving the lives of clients, colleagues, and communities. It is an innovative, flexible, and inclusive organization that fosters performance excellence and a sense of belonging, ensuring associates are seen, heard, respected, and supported.

Requirements

• Analytical Thinking
• Attention to Detail
• Adaptability
• Conversational Skills
• Digital Tool Utilization
• Team Collaboration
• Aptitude to learn and understand the financial services industry
• Strong ability to work independently at the direction of the financial advisor
• Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software

Responsibilities

• Provide administrative support to a financial advisor or a team of multiple financial advisors
• Provide seamless support to clients
• Support client accounts
• Facilitate communication
• Ensure a positive client experience
• Deliver exceptional personalized service to ensure clients feel understood and informed
• Take an active role in the annual business planning process to assist in developing strategies for the upcoming year
• Actively listen for situations in clients' lives that may indicate a need for additional services
• Drive marketing activities such as planning and executing events
• Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions
• Respond to inquiries, resolve issues, and ensure an exceptional experience
• Develop and maintain strong relationships with clients, referral sources, and internal client support team members
• Learn and understand the financial services industry for account management
• Handle account opening, account transfers, and other requests at the direction of the financial advisor
• Process account transactions, prepare documentation, and maintain accurate client records
• Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives
• Streamline processes with updating SOPs and strategically execute on the branch business plan

Benefits

• Comprehensive 6-month training including an experienced peer to help mentor you
• A wide support network that extends from your branch office to your region to the home office
• A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions
• An inclusive environment where everyone’s different viewpoints are valued and help to achieve results
• A rewards program that promotes a long-term career, your financial security and you and your family’s well-being
• Medical and prescription drug coverage (for part-time associates working an average of at least 30 hours a week)
• Health Savings Account (for part-time associates working an average of at least 30 hours a week)
• Flexible Spending Account (for part-time associates working an average of at least 30 hours a week)
• Voluntary Benefits (such as accident, hospital indemnity, and critical illness) (for part-time associates working an average of at least 30 hours a week)
• Well-being programs (such as the Employee Assistance Program) (for part-time associates working an average of at least 30 hours a week)
• Retirement Plan (if compensated for 1,000 hours of service during the plan year) (for part-time associates working an average of at least 30 hours a week)
• Accruals of paid sick leave and paid time off (based on hours worked and consistent with applicable law, for part-time associates working an average of at least 30 hours a week)
• Competitively compensated
• Discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance
• Merit-based salary increases as you progress in the BOA role

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees