Part Time Branch Office Administrator

Edward Jones; Elburn (IL); On-site; Part time

Job summary

A leading financial services firm is seeking a Part Time Branch Office Administrator to provide essential support to financial advisors. This role involves managing client accounts and ensuring a positive client experience. You will receive comprehensive training and have opportunities for professional growth within a supportive team environment. The position offers part-time benefits including health coverage and retirement plans.

Benefits

Comprehensive 6-month training with mentorship

Support network from branch to home office

Inclusive culture and professional development

Recognition programs and rewards

Part-time benefits including health coverage

Retirement plans

Well-being programs

Qualifications

• Deliver personalized client service.
• Assist in business planning and strategy.
• Identify client needs proactively.

Responsibilities

• Support financial advisors with administrative tasks.
• Manage client accounts and facilitate communication.
• Contribute to clients' financial success.

Skills

Client service

Relationship management

Communication

Attention to detail

Adaptability

Tools

Microsoft Office

Salesforce

MoneyGuide

Job description

Join to apply for the Part Time Branch Office Administrator role at Edward Jones

Base pay range

$26.00/hr - $31.00/hr

Job Overview

The Branch Office Administrator (BOA) supports financial advisors by providing administrative support, managing client accounts, and facilitating communication to ensure a positive client experience. This part-time role involves working independently with support from a large team, contributing to clients' financial success and the firm's goals.

Role Summary

As a BOA, you will be a vital part of our team, supporting client accounts, communication, and overall client satisfaction. You will have opportunities for professional growth in a dynamic environment.

Support and Benefits

• Comprehensive 6-month training with mentorship
• Support network from branch to home office
• Independence with team backing

Candidate Qualities and Responsibilities

• Deliver personalized client service
• Assist in business planning and strategy
• Identify client needs proactively
• Participate in marketing activities

Additional Benefits

• Inclusive culture and professional development
• Recognition programs and rewards
• Part-time benefits including health coverage, retirement plans, and well-being programs

Compensation Range

Hiring Minimum: $26.10
Hiring Maximum: $31.00

Skills and Requirements

• Client service and relationship management
• Account management and administrative skills
• Technology proficiency with tools like Microsoft Office, Salesforce, MoneyGuide
• Strong communication, attention to detail, and adaptability