Edward Jones - Great Bend, KS

posted about 2 months ago

Part-time - Entry Level
Great Bend, KS
10,001+ employees
Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

At Edward Jones, the Branch Office Administrator (BOA) plays a crucial role in the success of our branch teams, which typically consist of two or three members, including a financial advisor. As the first point of contact for clients, the BOA is responsible for creating a welcoming environment and establishing strong relationships with clients. This position is not just about administrative tasks; it involves understanding clients' needs and proactively identifying potential issues before they arise. The BOA collaborates closely with the financial advisor to help clients achieve their long-term financial goals, ensuring that they feel understood and informed throughout their journey. The BOA is expected to deliver exceptional personalized service, actively listen to clients, and participate in the annual business planning process. This includes assisting in developing strategies for the upcoming year and driving marketing activities, such as planning and executing events. The role requires a strong ability to work independently while being supported by a vast network that extends from the branch office to the home office. Edward Jones emphasizes a culture of continuous improvement and professional development, valuing the unique contributions of each individual. In this part-time position, the BOA will receive comprehensive training over six months, including mentorship from an experienced peer. The company recognizes individual efforts through a rewards program that promotes long-term career growth and financial security for associates and their families. 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, a 401k plan, and competitive health benefits. Edward Jones is committed to creating an inclusive environment where diverse viewpoints are valued, contributing to the overall success of the firm and the well-being of its clients and communities.

Responsibilities

  • Deliver exceptional personalized service to clients.
  • Assist in developing strategies during the annual business planning process.
  • 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 including mentorship from an experienced peer.
  • A wide support network from branch office 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 plan with company contributions.
  • Comprehensive health benefits.
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