Part Time Branch Office Administrator - North Branch, MN

EEO Statement

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.

City:
North Branch, State:
Minnesota, Country:
United States

Part-Time

• 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: Knowledge of 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: Ability to work independently at the direction of the financial advisor. Handle administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence, and supporting marketing initiatives. Streamline 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 Money Guide, Salesforce, Microsoft Office products and other firm‑provided software.

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

• 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.
• Recognition of individual efforts through a rewards program that promotes long-term career, financial security, and well-being.
• Part‑time associates working at least 30 hours per week over a 12‑month measurement period are eligible for: medical and prescription drug coverage;
  Health Savings Account and Flexible Spending Account; voluntary benefits (accident, hospital indemnity, critical illness); well‑being programs; retirement plan (if compensated for 1,000 hours of service during the plan year).
• Eligible for paid sick leave and paid time off based on hours worked and applicable law.
• Competitive compensation with discretionary and variable programs, including bonus opportunities based on branch and firm profitability, and individual performance. Opportunity for merit‑based salary increases.