Edward Jones - Houston, TX

posted 3 months ago

Part-time - Entry Level
Houston, 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 vital 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 crucial in helping them achieve their financial goals. In this position, you will collaborate closely with financial advisors to assist clients in their long-term financial planning. This includes actively participating in the annual business planning process and contributing to the development of strategies for the upcoming year. You will also engage in marketing activities, such as planning and executing events to promote our services and strengthen client relationships. Your role will require you to listen attentively to clients, recognizing situations in their lives that may indicate a need for additional services. 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. Additionally, you will have access to a wide support network that extends from your branch office to the regional and home office levels. While you will often work independently, you will have the backing of a large team dedicated to 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 are essential for achieving results. We recognize and reward individual efforts through a program designed to promote long-term career growth, financial security, and the well-being of you and your family. Part-time associates may earn certain benefits upon meeting minimum hour requirements, while full-time associates enjoy a comprehensive benefits package, including paid time off, health benefits, and a competitive compensation structure.

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.
  • Mentorship from experienced peers.
  • Access to a wide support network.
  • Rewards program promoting long-term career growth and financial security.
  • Paid time off including vacation, sick, holidays, and personal days.
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