Part Time Branch Office Administrator

Edward Jones - Boiling Springs, SC

Part-time - Entry Level

Boiling Springs, SC

10,001+ employees

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

About the position

The Branch Office Administrator (BOA) role at Edward Jones is a part-time position that plays a critical role in supporting financial advisors and enhancing client relationships. BOAs are the first point of contact for clients, responsible for delivering exceptional personalized service and assisting clients in achieving their financial goals. This position involves working closely with financial advisors, participating in business planning, and driving marketing activities, all while being supported by a comprehensive training program and a wide support network.

Responsibilities

• Deliver exceptional personalized service to clients.
• Assist in the annual business planning process and develop strategies for the upcoming year.
• Listen actively 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

• Medical and prescription drug coverage
• Health Savings Account and Flexible Spending Account
• Voluntary Benefits (such as accident, hospital indemnity, and critical illness)
• Well-being programs (such as the Employee Assistance Program)
• Retirement Plan (if compensated for 1,000 hours of service during the plan year)
• Accruals of paid sick leave and paid time off based on hours worked.