Part Time Branch Office Administrator

Role Summary

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
• Opportunity to work independently while being backed by a large team

• Deliver outstanding personalized service to ensure clients feel understood and informed
• Participate in annual business planning to assist in developing strategies for the upcoming year
• Identify client situations that may indicate a need for additional services
• Drive marketing activities such as planning and executing events

• 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. Handle account opening, 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. Manage administrative tasks such as scheduling appointments, preparing materials for client meetings, managing correspondence, and supporting marketing initiatives. Streamline processes with updated SOPs and execute on the branch business plan.
• Technology
  :
  Strong computer literacy with a willingness to learn new technology and programs such as Money Guide, Salesforce, Microsoft Office products, and other firm‑provided software.

• A culture of continuous improvement and professional development reflecting respect for individuals and their unique contributions
• An inclusive environment where everyone’s different viewpoints are valued and help to achieve results
• Recognition through a rewards program that promotes a long‑term career and the financial security and well‑being of associates and their families
• Part‑time associates working 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 (e.g., accident, hospital indemnity, and critical illness)
  • Well‑being programs (e.g., the Employee Assistance Program)
  • Retirement Plan (if compensated for 1,000 hours of service during the plan year)
• In locations requiring accruals of paid sick leave and paid time off, part‑time associates are eligible for those benefits based on hours worked and applicable law

• Competitive base compensation with opportunities for merit‑based salary increases as you progress in the BOA role
• Variable compensation programs that include bonus opportunities tied to branch and firm profitability and individual performance
• Human‑centered approach focusing on positive impact for clients, colleagues, and communities

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.