Part Time Branch Office Administrator

Edward Jones - Portland, IN

Part-time - Entry Level

Portland, IN

10,001+ employees

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

About the position

The Branch Office Administrator (BOA) at Edward Jones plays a crucial role in supporting financial advisors and ensuring exceptional client service. This part-time position involves building strong relationships with clients, understanding their needs, and assisting them in achieving their financial goals. The BOA is the first point of contact for clients, providing personalized service and support while working collaboratively with the financial advisor. The role includes responsibilities such as business planning, marketing activities, and continuous professional development within a supportive team environment.

Responsibilities

• Deliver exceptional personalized service to clients.
• Assist in developing strategies during the annual business planning process.
• 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/markets work.

Benefits

• Comprehensive 6-month training with mentorship.
• A wide support network from branch to home office.
• Part-time associates can earn certain benefits upon meeting minimum hour requirements.
• Full-time associates receive a compensation package including bonus potential, profit sharing, 401k, and comprehensive health benefits.
• Paid time off including vacation, sick, holidays, and personal days.