Part Time Branch Office Administrator - Boiling Springs, SC

Edward Jones - Boiling Springs, SC

Part-time - Entry Level

Boiling Springs, SC

10,001+ employees

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Branch Office Administrator (BOA) role at Edward Jones is a part-time position that focuses on supporting Financial Advisors in helping clients achieve their long-term financial goals. This role is integral to the client team, providing exceptional personalized service and contributing to the overall success of the firm. BOAs are expected to work independently while being supported by a comprehensive training program and a wide network of colleagues.

Responsibilities

• 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.

Requirements

• Ability to deepen and broaden client relationships.
• Ability to identify opportunities to create efficiency.
• Strong ability to work independently.
• Ability to manage multiple priorities in a deadline-driven environment.
• Proficient in current and new office technology.
• Willingness to learn how financial services/markets work.

Benefits

• Comprehensive 6-month training including mentorship from an experienced peer.
• A wide support network extending from the branch office to the home office.