Part Time (20hrs / wk) Branch Office Administrator

Fairygodboss; Delta; On-site; CAD 29,000 - 39,000; Part time

Job summary

A leading financial services firm in Delta is seeking a part-time Branch Office Administrator. You will be the first point of contact for clients, offering exceptional service and administrative support. Ideal candidates will possess strong interpersonal skills and a willingness to learn. This role involves client account management and contributing to team success through effective communication and support. A rewarding career in a dynamic environment is offered.

Benefits

Comprehensive training with a mentor

Inclusive work environment

Paid time off including vacation and sick leave

Qualifications

• Excellent client service skills with a friendly demeanor.
• Strong organizational skills for managing administrative tasks.
• Willingness to learn new software tools.

Responsibilities

• Deliver exceptional personalized service to ensure clients feel understood.
• Participate in annual business planning for strategy development.
• Assist in driving marketing activities, planning, and executing events.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Overview

Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team. At Edward Jones, field associates are part of branch teams. In a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call and the first face they see when they walk in the door. Your most important responsibility is getting to know your clients so well that you can help them anticipate and address their needs, enabling you and your financial advisor to help clients achieve their financial goals.

Role: Branch Office Administrator (BOA)

Position Schedule: Part-Time | Branch Address: 6345 120th Street (Scott Rd), Suite #125, Delta, BC

Role Summary

As a Branch Office Administrator, you’ll be a vital part of our team, providing seamless support to our clients. You’ll help with client accounts, facilitate communication, and ensure a positive client experience. This is an opportunity to grow your career in a dynamic and rewarding environment.

What you’ll receive

• Comprehensive 6-month training including an experienced peer mentor
• A wide support network from your branch to the region and head office
• Independent work with thousands of colleagues backing you

Responsibilities

• Deliver exceptional personalized service to ensure clients feel understood and informed
• Participate in annual business planning to help develop strategies for the upcoming year
• Actively listen for situations that may indicate a need for additional services
• Assist in driving marketing activities, such as planning and executing events

Benefits & Work Environment

• A culture of continuous improvement and professional development
• An inclusive environment where diverse viewpoints are valued
• A rewards program recognizing individual efforts and supporting long-term career and family well-being
• Part-time associates may earn certain benefits upon meeting minimum hour requirements
• Full-time associates receive benefits including bonus potential, retirement plan options, and health benefits
• Paid time off including vacation, sick leave, holidays, and personal days

Compensation

• Hiring Minimum: $29,771
• Hiring Maximum: $38,628
• Opportunity for merit-based salary increases as you progress in the BOA role

Skills & Requirements

• Analytical Thinking
• Attention to Detail
• Adaptability
• Conversational Skills
• Digital Tool Utilization
• Team Collaboration

Role Requirements

• Client Service: Provide exceptional service to clients via inbound/outbound calls, email, and in-person interactions. Develop and maintain strong relationships with clients, referral sources, and internal team members.
• Account Management: Learn and understand the financial services industry. Open accounts, handle transfers and other requests as directed by the financial advisor. Process transactions and maintain accurate client records.
• Administrative & Operational Support: Work independently under the direction of the financial advisor. Schedule appointments, prepare materials for meetings, manage correspondence, support marketing initiatives, and help streamline processes including updating SOPs and executing the branch business plan.
• Technology: Proficient computer skills with willingness to learn firm-provided software (e.g., MoneyGuide, Salesforce, Microsoft Office).

Awards & Accolades

Edward Jones recognizes contributions of associates and celebrates achievements. See our awards and accolades in the U.S. and Canada.

About Us

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 are privately owned and focused on serving clients. Our purpose is to partner for positive impact to improve the lives of clients and colleagues, and to better our communities and society. We strive to be an inclusive organization that attracts, develops, and inspires performance excellence and belonging.