Edward Jones - Bridge City, TX

posted 2 months ago

Part-time - Entry Level
Bridge City, 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 crucial role in our branch teams, which typically consist of two or three members, including a financial advisor. Your primary responsibility will be to build strong relationships with clients, ensuring they feel understood and informed. You will be the first point of contact for clients, both over the phone and in person, making your role essential in creating a welcoming and supportive environment. Your ability to anticipate client needs and identify potential issues will be key to helping them achieve their financial goals. In this position, you will collaborate closely with financial advisors to assist clients in reaching their long-term financial objectives. You will engage in various tasks, including delivering exceptional personalized service, actively listening for signs that may indicate a need for additional services, and participating in the annual business planning process to help develop strategies for the upcoming year. Additionally, you will drive marketing activities, such as planning and executing events, to enhance client engagement and outreach. Edward Jones is committed to providing you with the support you need to succeed. You will undergo a comprehensive six-month training program, which includes mentorship from an experienced peer. Our extensive support network will ensure you have the resources necessary to thrive in your role, even as you work independently. We foster a culture of continuous improvement and professional development, valuing the unique contributions of each team member. Our inclusive environment encourages diverse viewpoints, which are essential for achieving results. We also recognize individual efforts through a rewards program that promotes long-term career growth and financial security for you and your family.

Responsibilities

  • Deliver exceptional personalized service to clients to ensure 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 such as planning and executing events.

Requirements

  • Strong relationship-building skills.
  • Problem-solving abilities.
  • Critical thinking skills.
  • Ability to work independently and as part of a team.

Nice-to-haves

  • Experience in customer service or client-facing roles.
  • Familiarity with financial services or investment products.

Benefits

  • Comprehensive 6-month training program with mentorship.
  • Wide 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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