Part Time Branch Office Administrator

Edward Jones; North Carolina; On-site; USD 40,000 - 70,000; Full time

Job summary

An established industry player seeks dedicated Branch Office Administrators to join their team. In this fulfilling role, you will collaborate with Financial Advisors to deliver exceptional service to clients. With comprehensive training and a supportive network, you will have the independence to thrive while contributing to clients' long-term financial goals. This innovative firm values its associates, fostering a culture of belonging and continuous professional development. If you're ready to make a positive impact and grow your career in a rewarding environment, this opportunity is perfect for you.

Benefits

Medical Coverage

Dental Coverage

Prescription Drug Coverage

Health Savings Accounts

Flexible Spending Accounts

Voluntary Benefits

Well-being Programs

Retirement Plans

Qualifications

• Ability to deepen and broaden client relationships.
• Strong independence and multitasking skills.

Responsibilities

• Deliver personalized service to ensure clients feel understood.
• Drive marketing activities and execute events.

Skills

Client Relationship Management

Multitasking

Office Technology Proficiency

Active Listening

Education

High School Diploma

Bachelor's Degree (Preferred)

Job description

Job Posting Duration

This job posting is anticipated to remain open for 30 days, from 30-Apr-2025. The posting may close early due to the volume of applicants.

About Edward Jones

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ 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, focusing on our clients rather than shareholder returns.

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 makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report.

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

Branch Office Administrator (BOA) Role

If you are seeking a fulfilling career, the BOA role may be the right opportunity. BOAs team up with Financial Advisors to help clients achieve their long-term financial goals. We serve over seven million clients, and our BOAs are a valued part of the client team, with diverse professional backgrounds that contribute to our success.

We provide:

• Comprehensive 6-month training including mentorship from an experienced peer
• A wide support network from your branch to regional and home office levels
• Independence in your work, backed by a large support team

Responsibilities include:

• Delivering personalized service to ensure clients feel understood and informed
• Participating in annual business planning to develop strategies for the upcoming year
• Listening actively for client needs to identify opportunities for additional services
• Driving marketing activities such as planning and executing events

Characteristics of a Successful BOA

• Ability to deepen and broaden client relationships
• Efficiency in work processes
• Strong independence and multitasking skills
• Proficiency with office technology
• Willingness to learn about financial markets and services

Our Commitment

At Edward Jones, we foster a sense of belonging and recognize our associates' contributions. Our awards and accolades reflect our commitment to a positive workplace environment. We promote continuous professional development and an inclusive culture that values diverse viewpoints.

Benefits include:

• Medical, dental, and prescription drug coverage
• Health Savings Accounts and Flexible Spending Accounts
• Voluntary benefits like accident and critical illness insurance
• Well-being programs and retirement plans (eligibility based on hours worked)

Compensation is competitive, with opportunities for merit-based salary increases in the BOA role.