Part Time Branch Office Administrator

Edward Jones - Manistique, MI

Part-time - Entry Level

Manistique, MI

10,001+ employees

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Branch Office Administrator (BOA) at Edward Jones plays a crucial role in supporting financial advisors and ensuring exceptional service for clients. This part-time position involves building strong relationships with clients, understanding their needs, and assisting them in achieving their financial goals. The BOA is the first point of contact for clients, making it essential to provide personalized service and support. The role includes various responsibilities, from business planning to marketing activities, all within a supportive and inclusive team environment.

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 with mentorship.
• Wide support network from branch to home office.
• Rewards program promoting long-term career and financial security.
• Paid time off including vacation, sick, holidays, and personal days.
• Bonus potential and profit sharing.
• 401k or Group RRSP and comprehensive health benefits.