Part Time Branch Office Administrator - Manistique - 97481BR

Edward Jones - Manistique, MI

Part-time - Entry Level

Manistique, MI

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

About the position

The Branch Office Administrator (BOA) role at Edward D. Jones is a part-time position that involves collaborating with Financial Advisors to assist clients in achieving their long-term financial goals. BOAs play a crucial role in delivering personalized service, participating in business planning, and driving marketing activities. The position emphasizes continuous improvement, professional development, and an inclusive work environment.

Responsibilities

• Deliver exceptional personalized service to clients to ensure they 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

• Bonus potential
• Profit sharing
• 401k or Group RRSP
• Comprehensive health benefits
• Paid time off including vacation, sick, holidays, and personal days