Part Time Branch Office Administrator

Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team. At Edward Jones, field associates are called branch teams. In a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone and the first face they see when they walk in the door.

You have many responsibilities, but the most important is getting to know your clients so well that you help them identify their problems and anticipate needs. You and your financial advisor are essential in helping clients achieve their financial goals.

Position

Schedule:

Part-Time

Branch Address: 1825 U S Highway 93 S, Suite C-2, Kalispell, MT

This job posting is anticipated to remain open for 30 days, from 22-Jan-2026. The posting may close early due to the volume of applicants.

• Provide seamless support to clients, including assisting with client accounts and facilitating communication to ensure a positive client experience.
• Support client accounts, facilitate communication, and maintain productive relationships with clients, referral sources, and internal team members.
• Deliver exceptional personalized service to ensure clients feel understood and informed.
• Take an active role in the annual business planning process to develop 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.

• A culture of continuous improvement and professional development reflecting respect for individuals and their unique contributions.
• An inclusive environment where diverse viewpoints are valued and help achieve results.
• Recognition of individual efforts through a rewards program that supports long-term career, financial security, and well-being for you and your family.
• Part-time associates who work an average of at least 30 hours a week over a 12-month period are eligible for:
  • 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)
• In locations that require accruals of paid sick leave and paid time off, part-time associates are eligible for those benefits based on their hours worked and consistent with applicable law.

• We offer a human-centered approach focused on positive impact for clients, colleagues, and communities.
• What you earn includes discretionary and variable compensation programs with bonus opportunities based on branch and firm profitability, along with individual performance.
• The hiring minimum and maximum ranges shown below are a subset of the total pay range, with merit-based increases possible as you progress in the BOA role.
• Hiring Minimum: $21.38
• Hiring Maximum: $23.14

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

• 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:
  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:
  Work independently at the direction of the financial advisor. Handle scheduling, preparing materials for client meetings, managing correspondence, supporting marketing initiatives, and updating SOPs; 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, and other firm-provided software.

Edward Jones recognizes associates’ contributions and maintains a culture where everyone belongs. Learn about our awards and accolades in the Insights & Information resources provided by Edward Jones.

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company with over 9 million clients and 20,000 financial advisors across the U.S. and Canada. We are privately owned, focusing on clients rather than shareholder returns. Our purpose is to partner for positive impact to improve the lives of our clients and colleagues, and to better our communities and society.

We are innovative, flexible, and inclusive, and we strive for performance excellence and…