Edward Jones - Temple, TX

posted 3 months ago

Part-time - Entry Level
Temple, TX
Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

As a Part Time Branch Office Administrator at Edward Jones, you will play a vital role in the branch team, working closely with financial advisors to provide exceptional service to clients. This position is designed for individuals who are relationship builders, problem solvers, and critical thinkers. You will be the first point of contact for clients, both over the phone and in person, making it essential to develop a deep understanding of their needs and concerns. Your ability to anticipate client needs and identify potential issues before they arise will be crucial in helping clients achieve their financial goals. In this role, you will engage in various responsibilities that contribute to the overall success of the branch. You will assist in the annual business planning process, helping to develop strategies for the upcoming year. Your active listening skills will be put to use as you identify situations in clients' lives that may indicate a need for additional services. Additionally, you will drive marketing activities, including planning and executing events to promote the branch and its services. Edward Jones is committed to providing a supportive environment for its employees. You will receive comprehensive training over six months, including mentorship from an experienced peer. The support network extends from your branch office to the regional and home office levels, ensuring you have the resources you need to succeed. The culture at Edward Jones emphasizes continuous improvement and professional development, valuing the unique contributions of each individual. As a part-time associate, you will have the opportunity to earn certain benefits upon meeting minimum hour requirements, while full-time associates enjoy a comprehensive compensation package that includes bonuses, profit sharing, and health benefits.

Responsibilities

  • 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

  • Strong relationship-building skills to connect with clients effectively.
  • Problem-solving abilities to identify and address client needs.
  • Critical thinking skills to anticipate client issues and provide proactive solutions.

Nice-to-haves

  • Experience in a customer service role or financial services industry is a plus.
  • Familiarity with marketing activities and event planning.

Benefits

  • Comprehensive 6-month training program with mentorship.
  • Support network from branch office to home office.
  • Rewards program promoting long-term career and financial security.
  • Part-time associates can earn certain benefits upon meeting minimum hour requirements.
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