Part Time Branch Office Administrator
Role Summary
You'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience.
Role Requirements
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. Includes 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 execute 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.
Skills
Analytical Thinking
Attention to Detail
Adaptability
Conversational Skills
Digital Tool Utilization
Team Collaboration
Compensation
We’ll give you the support you need. Our team will be there every step of the way, providing:
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
Benefits
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)
Company Culture
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
Part-time associates who work an average of at least 30 hours a week over a 12-month measurement period are eligible for:
Well-being programs (such as the Employee Assistance Program)
Retail Plan (if compensated for 1,000 hours of service during the plan year)
Company Information
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.
We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
Equal Opportunity Employer
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
Company Recognition
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