Part Time Branch Office Administrator

Opportunity Overview

Opportunity Overview - BOA role summary:
Branch Office Administrators (BOAs) provide administrative support to financial advisors to help clients achieve their long-term financial goals. They are a valued part of the client support team, supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a dynamic and rewarding environment with growth opportunities.

Role Summary

As a Branch Office Administrator, you will be a vital part of our team, providing seamless support to our clients by supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic environment.

What You’ll Receive

• 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

Role Responsibilities

• Deliver exceptional personalized service to ensure clients feel understood and informed
• Take 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
• Drive marketing activities such as planning and executing events

Position Requirements

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 Money Guide, Salesforce, Microsoft Office products and other firm-provided software.

Company Description

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 our clients rather than shareholder returns. 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 innovative, flexible, and inclusive, attracting, developing, and inspiring performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is a great place to start or build your career. View our Purpose, Inclusion and Citizenship Report.

Awards and Accolades

We are building a place where everyone feels they belong. We are proud of our associates  contributions and recognitions. Check out our U.S. awards and accolades and our Canadian awards and accolades.

Position Schedule

Part-Time

Position Type

Branch Support - BOA

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.

Recruiter

Christina Pellerito

Salary Information

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