Part Time Branch Office Administrator

Edward Jones - Yreka, CA

Part-time - Entry Level

Yreka, CA

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 serves as a critical member of the branch team alongside financial advisors. The BOA is responsible for delivering exceptional personalized service to clients, assisting in business planning, and identifying opportunities for additional services. This role emphasizes building strong client relationships and requires a proactive approach to client needs.

Responsibilities

• Deliver exceptional personalized service to ensure clients 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/markets work.

Benefits

• Medical and prescription drug coverage
• Dental insurance
• Vision insurance
• Voluntary benefits (such as accident, hospital indemnity, and critical illness)
• Short- and long-term disability coverage
• Basic life and AD&D coverage
• 401k retirement plan
• Health savings account
• Flexible spending account
• Paid holidays
• 15 days of vacation for new associates
• Sick time and personal days
• Paid day for volunteerism
• Bonuses and profit sharing
• Employee Assistance Program