Part Time Branch Office Administrator

$44,179 - $51,646/Yr

Edward Jones - Fort Collins, CO

Part-time - Entry Level

Fort Collins, CO

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 financial challenges before they arise. This proactive approach is key to 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 enhance client engagement. Edward Jones prides itself on fostering a culture of continuous improvement and professional development, ensuring that you have the support and resources necessary to succeed. This includes a comprehensive six-month training program, mentorship from experienced peers, and access to a wide support network that extends from your branch office to the home office. We value diverse perspectives and experiences, recognizing that they contribute to our success. As a BOA, you will be part of a team that values individual contributions and promotes a long-term career path. We offer a competitive compensation package, including opportunities for merit-based salary increases, profit sharing, and a 401(k) plan. Part-time associates can earn certain benefits upon meeting minimum hour requirements, while full-time associates enjoy a comprehensive benefits package that includes paid time off, health insurance, and more. Join us at Edward Jones, where your contributions are valued, and help us make a positive impact in the lives of our clients and communities.

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

• 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

• 401(k)
• Health insurance
• Paid time off
• Profit sharing