Part Time Branch Office Administrator - Temple, TX - 95403BR

$75,000 - $181,000/Yr

Unclassified - Temple, TX

Part-time - Entry Level

Onsite - Temple, TX

About the position

The Branch Office Administrator (BOA) role at EDJ Holding Company Inc. is a fulfilling opportunity for individuals looking to make a significant impact in the financial services industry. As a BOA, you will collaborate closely with Financial Advisors to assist clients in achieving their long-term financial goals. The company prides itself on serving over seven million clients, and BOAs are considered a vital part of the client team. The success of the organization is attributed to the diverse experiences and professional backgrounds of its BOAs, highlighting the importance of different viewpoints in achieving results. In this role, you will receive comprehensive support, including a six-month training program that pairs you with an experienced peer mentor. This extensive training ensures that you are well-equipped to handle the responsibilities of the position. You will also benefit from a wide support network that spans from your branch office to the regional and home office levels. While the role often requires independent work, you will have the backing of a large team to assist you in your endeavors. As a BOA, you will be responsible for delivering exceptional personalized service to clients, ensuring they feel understood and informed. You will take an active role in the annual business planning process, helping to develop strategies for the upcoming year. Additionally, you will need to actively listen for situations in clients' lives that may indicate a need for additional services, and you will drive marketing activities, including planning and executing events. The company fosters a culture of continuous improvement and professional development, respecting individuals and their unique contributions. An inclusive environment is promoted, where everyone's viewpoints are valued and contribute to achieving results. Individual efforts are recognized through a rewards program that supports long-term career growth, financial security, and the well-being of you and your family. Part-time Associates can earn certain benefits upon meeting minimum hour requirements, while full-time Associates enjoy a comprehensive compensation package that includes bonus potential, profit sharing, a 401k or Group RRSP, and competitive health benefits, along with paid time off for vacation, sick days, holidays, and personal days.

Responsibilities

• Collaborate with Financial Advisors to assist clients in achieving their long-term financial goals.
• Deliver exceptional personalized service to clients, ensuring 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, including 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 and markets work.

Benefits

• Comprehensive 6-month training program with mentorship.
• Wide support network from branch office to home office.
• Compensation package including bonus potential and profit sharing.
• 401k (U.S.) or Group RRSP (Canada).
• Comprehensive and competitive health benefits.
• Paid time off including vacation, sick days, holidays, and personal days.