Edward Jones - Fort Collins, CO

posted 4 days ago

Part-time - Entry Level
Fort Collins, CO
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 enhancing client relationships. This part-time position involves delivering exceptional personalized service, actively participating in business planning, and driving marketing activities. The BOA is essential in helping clients achieve their financial goals by understanding their needs and providing tailored solutions.

Responsibilities

  • Deliver exceptional personalized service to clients.
  • Take an active role in the annual business planning process.
  • 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 with mentorship.
  • A wide support network from branch to home office.
  • Rewards program promoting long-term career and financial security.
  • 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 or Group RRSP, and comprehensive health benefits.
  • Paid time off including vacation, sick, holidays, and personal days.
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