Office Assistant jobs in United States

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

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.

• 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

• 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

• 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

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

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

• 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).

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

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.