Part Time

Overview

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company with a client-focused approach and a private ownership structure. We’re proud to serve over nine million clients and 20,000 financial advisors across the U.S. and Canada. Our purpose is to partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership and associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

Note: This description reflects typical responsibilities and environment for the Branch Office Administrator role.

Role Summary: The Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We serve over nine million clients. Our BOAs are a valued part of the client support team, and we value diverse professional backgrounds and viewpoints to help achieve results.

Responsibilities

As a Branch Office Administrator, you/'ll be a vital part of our team, providing seamless support to our clients. You/'ll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment.

- Comprehensive 6-month training including an experienced peer to help mentor you
- A wide support network that extends from your branch office to your region to the home office
- You/'ll often work independently but will have a team of thousands backing you every step of the way

Can you see yourself…

- Delivering exceptional personalized service to ensure clients feel understood and informed
- Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year
- Actively listen for situations in the clients/' lives that may indicate a need for additional services
- Driving marketing activities such as planning and executing events

What skills would make you a successful BOA?

- Analytical Thinking
- Attention to Detail
- Adaptability
- Conversational Skills
- Digital Tool Utilization
- Team Collaboration

Role Requirements

- Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
- Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records.
- Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan.
- Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.

You can also expect…

- A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions
- An inclusive environment where everyone’s different viewpoints are valued and help to achieve results
- We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family’s well-being
- Part-time Associates can earn certain benefits upon meeting minimum hour requirements
- Full-time Associates receive the following benefits:

- A compensation package that includes bonus potential, profit sharing, a 401k (U.S.) or Group RRSP (Canada) and comprehensive and competitive health benefits.

- Paid time off including vacation, sick, holidays and personal days

You/'ll be competitively compensated…

- Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities
- Edward Jones is based in a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance
- The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role.

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

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