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Part Time Branch Office Administrator

Edward Jones

This job posting is anticipated to remain open for 30 days, from 18-Jun-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires 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 what we believe makes us the best place to start or build your career. Job Summary If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. 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. Key Support Offered 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. What you will do Delivering exceptional personalized service to ensure clients feel understood and informed. Taking 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. Driving marketing activities such as planning and executing events. Skills 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 MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software. You can also expect 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. We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family’s well-being. Part-time associates who work an average of at least 30 hours a week over a 12-month measurement 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. Compensation Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which include bonus opportunities based on branch and firm profitability, along with individual performance. The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an 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. #J-18808-Ljbffr Edward Jones

Vacancy posted 4 hours ago
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