Edward Jones - Lake Oswego, OR
posted 3 months ago
As a Part Time Branch Office Administrator at Edward Jones, you will play a crucial 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 it essential to develop a deep understanding of their needs and financial goals. This role is not just about administrative tasks; it involves anticipating client needs and proactively addressing potential issues before they arise. In this position, you will collaborate closely with financial advisors to assist clients in achieving their long-term financial objectives. You will participate in the annual business planning process, helping to develop strategies that align with client goals. Your role will also include driving marketing activities, such as planning and executing events to engage clients and promote services. Edward Jones is committed to providing a supportive environment, offering comprehensive training and a wide support network to ensure your success. We pride ourselves on fostering a culture of continuous improvement and professional development, where every team member's unique contributions are valued. As a part-time associate, you will have the opportunity to earn certain benefits upon meeting minimum hour requirements, while full-time associates enjoy a comprehensive compensation package that includes bonuses, profit sharing, and health benefits. If you are a relationship builder, problem solver, and critical thinker, this role may be the perfect fit for you. Join us in making a meaningful impact in the lives of our clients and contributing to their financial success.