Part Time Branch Office Administrator
Edward Jones
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.
View our . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
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. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We’re proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results.
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. We’ll give you the support you need. Our team will be there every step of the way, providing:
- 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
- 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
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 MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.
Check out our Canadian awards and accolades: 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. 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), and
- 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.
- 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 includes 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.
- ...looking for a fulfilling career , the Branch Office Administrator (BOA) role may be the right... ...million clients. Our BOAs are a valued part of the client support team, and we credit... ...and your family's well-being Full-time Associates receive the following benefits...SuggestedFull timeTemporary workWork at officeHome officeFlexible hours
- ...Branch Office Administrator If you find yourself looking for a fulfilling career, the Branch Office... ...million clients. Our BOAs are a valued part of the client support team, and we credit... ...and your family's well-being Full-time Associates receive the following...SuggestedFull timeTemporary workWork at officeHome officeFlexible hours
- .... The posting may close early due to the volume of applicants. If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the rig Office Administrator, Financial Advisor, Office, Client Support, Administrator, Business Services...SuggestedWork at office
$20 - $25 per hour
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...participants from all backgrounds, including anyone looking for administrative assistant roles, to take part in upcoming market research studies. These may involve... ...anyone interested in taking part in research on a part time basis, depending on their availability and profile fit....Part timeCasual workRemote workFlexible hours- ...highest quality vision care to our patients. This role reports to the Office General Manager. Some weekend and evenings shifts required.... ...patients' needs, and to work in a fun, inclusive environment as part of a collaborative team. We are in search of that unique...Part timeWork at officeShift workWeekend workAfternoon shift
- ...job description for this position, and which may be amended from time to time at our discretion. Incumbents will follow any other instructions... ...relationship at any time, with or without cause or notice.Part time 1600 S Western Street, Amarillo, Texas 79106 11628 Dollar Tree...Part timeContract workLocal area
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.... Employees must follow Walgreens customer service policies, cash handling procedures, and store operational guidelines. Full-time and part-time employees may be eligible for benefits including health, dental, and vision insurance, 401(k) with company match, paid time...Part timeHourly payFull timeShift workNight shiftWeekend work- ...Office Assistant Open Until filled To effect the efficient operation of office routines and practices associated with a busy, productive, and smoothly run office so it can play its effective part in the education process. Salary will be based on minimum for pay...Work at office
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...the satisfaction of enhancing clients' health, quality of life and peace of mind. You make your own schedule - that leaves you with time to attend school, travel, volunteer or to enjoy activities with your family and friends. Here's Why Our Team Likes Working...Part timeHourly payImmediate startFlexible hours$50k - $80k
...Opportunity for advancement Paid time off Training & development ABOUT... ...flexibility and is open to either full-time or part-time availability. If you're a... ...This busy insurance and financial services office has a passion to make a difference in the...Part timeFull timeFor contractorsWork at officeFlexible hours- ...an industrial construction or office setting after graduation is... ...Ability to work effectively as part of a team ~ Strong... ...proficiency with computer software and administrative systems in a Windows... ...Classification : Salary-based full-time hours Current work permit...Full timeFor contractorsH1bWork at office
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