Edward Jones - Greensburg, PA

posted 2 months ago

Part-time - Entry Level
Greensburg, PA
10,001+ employees
Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

At Edward Jones, we are looking for a Part-Time Branch Office Administrator (BOA) who will play a crucial role in our branch teams, which typically consist of two or three members, including a financial advisor. As a BOA, you will be the first point of contact for clients, both over the phone and in person, making it essential to build strong relationships and understand their needs. Your primary responsibility will be to get to know your clients so well that you can anticipate their needs and help them identify their financial goals. This role is not just about administrative tasks; it is about being a critical member of the team that helps clients achieve their long-term financial aspirations. The position requires a commitment to delivering exceptional personalized service, ensuring that clients feel understood and informed. You will also take an active role in the annual business planning process, assisting in the development of strategies for the upcoming year. This includes actively listening for situations in clients' lives that may indicate a need for additional services and driving marketing activities, such as planning and executing events. Edward Jones is committed to providing comprehensive training and support to its BOAs. You will undergo a six-month training program, which includes mentorship from an experienced peer, and you will have access to a wide support network that extends from your branch office to the home office. While you will often work independently, you will have the backing of a large team to ensure your success. We pride ourselves on fostering a culture of continuous improvement and professional development, where individual contributions are respected and valued. Our inclusive environment encourages diverse viewpoints, which help us achieve better results. We recognize individual efforts through a rewards program that promotes long-term career growth and financial security for 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 plan, and competitive health benefits. Paid time off, including vacation, sick leave, holidays, and personal days, is also part of the benefits offered to our associates.

Responsibilities

  • Deliver exceptional personalized service to clients.
  • Assist in the annual business planning process and develop 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 including mentorship from an experienced peer.
  • A wide support network from branch office to home office.
  • Rewards program that promotes long-term career growth and financial security.
  • Paid time off including vacation, sick leave, holidays, and personal days.
  • Bonus potential and profit sharing.
  • 401k plan with company contributions.
  • Comprehensive health benefits.
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