Part Time Branch Office Administrator

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

About the role

The Branch Office Administrator (BOA) role is designed for individuals who want to contribute to a supportive and inclusive environment. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors.

Responsibilities

• 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.
• Aptitude to learn and understand the financial services industry, including account opening, handling 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.
• Streamlining processes with updating SOPs and strategically executing on the branch business plan.
• Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products, and other firm-provided software.

Requirements

• Analytical Thinking
• Attention to Detail
• Adaptability
• Conversational Skills
• Digital Tool Utilization
• Team Collaboration

Qualifications

We value different viewpoints to help achieve results. We’re proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds.

Skills

• 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 the clients' lives that may indicate a need for additional services.
• Drive marketing activities such as planning and executing events.

Benefits

At Edward Jones, you can expect:

• 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.
• You’ll often work independently but will have a team of thousands backing you every step of the way.

Can you see yourself…?

Pay

Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance.

Schedule

Part-time associates who work an average of at least 30 hours a week over a 12-month measurement period are eligible for:

• Medical and prescription drug coverage
• Health Savings Account and Flexible Spending Account
• Voluntary Benefits (such as accident, hospital indemnity, and critical illness)
• Well-being programs (such as the Employee Assistance Program)
• Retail Plan (if compensated for 1,000 hours of service during the plan year).

Equal Opportunity Employer

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. You can also expect…

• 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.
• We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family’s well-being.
• Part-time associates who work an average of at least 30 hours a week over a 12-month measurement period are eligible for:
• Medical and prescription drug coverage
• Health Savings Account and Flexible Spending Account
• Voluntary Benefits (such as accident, hospital indemnity, and critical illness)
• Well-being programs (such as the Employee Assistance Program)
• Retail Plan (if compensated for 1,000 hours of service during the plan year).