Part Time Branch Office Administrator

Role Summary

As a Branch Office Administrator (BOA), you will team up with financial advisors to provide seamless administrative support, facilitating client accounts, communication, and a positive client experience.

• Comprehensive 6‑month training with a dedicated mentor.
• Access to a support network spanning your branch, region, and home office.
• Opportunity to work largely independently while backed by a large team.

• 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 clients’ lives that may indicate a need for additional services.
• Drive marketing activities such as planning and executing events.

• Client Service: Provide exceptional service via inbound and outbound calls, email, and in‑person interactions. Respond to inquiries, resolve issues, and maintain strong relationships with clients, referral sources, and internal support team members.
• Account Management: Learn the financial services industry and handle account openings, transfers, and other requests under the direction of the financial advisor. Process transactions, prepare documentation, and maintain accurate client records.
• Administrative & Operational Support: Work independently to schedule appointments, prepare client meeting materials, manage correspondence, support marketing initiatives, update SOPs, and execute the branch business plan.
• Technology: Demonstrate strong computer literacy and a willingness to learn new technology such as Money Guide, Salesforce, Microsoft Office, 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.
• An inclusive environment that values diverse perspectives.
• Recognition through a rewards program promoting career development, financial security, and wellbeing.
• Part‑time associates (30+ hours) eligible for medical and prescription coverage, Health Savings Account and Flexible Spending Account, voluntary benefits, well‑being programs, and retirement plan (if 1,000 hours).
• Paid sick leave and paid time off where required by law.

• Competitive pay reflecting partnership.
• Discretionary and variable compensation programs including bonuses based on branch and firm profitability and individual performance.
• 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.