Part Time Branch Office Administrator

Edward Jones - Salem, IL

Part-time - Entry Level

Salem, IL

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 potential problems before they arise. This proactive approach is vital in assisting clients in achieving their long-term financial goals. In this role, you will collaborate closely with financial advisors, contributing to the annual business planning process and helping to develop strategies for the upcoming year. You will also be involved in driving marketing activities, including planning and executing events that promote our services. Edward Jones prides itself on providing a supportive environment, offering comprehensive training over six months, including mentorship from experienced peers. You will have access to a wide support network that extends from your branch office to the home office, ensuring you are never alone in your efforts. We foster a culture of continuous improvement and professional development, valuing the unique contributions of each individual. Our inclusive environment encourages diverse viewpoints, which are essential for achieving results. We recognize individual efforts through a rewards program that promotes long-term career growth and financial security for you and your family. While part-time associates can earn certain benefits upon meeting minimum hour requirements, full-time associates enjoy a comprehensive compensation package that includes bonus potential, profit sharing, and competitive health benefits. Join us at Edward Jones, where we prioritize a human-centered approach to improve the lives of our clients, colleagues, and communities.

Responsibilities

• Deliver exceptional personalized service to ensure clients 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 the 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 including mentorship from experienced peers.
• A wide support network extending from the branch office to the home office.
• Rewards program that promotes long-term career growth and financial security.
• Paid time off including vacation, sick, holidays, and personal days for full-time associates.
• Bonus potential and profit sharing for full-time associates.
• 401k or Group RRSP for full-time associates.
• Comprehensive and competitive health benefits for full-time associates.