Part Time Branch Office Administrator

Edward Jones; Sanford (ME); On-site; Part time

Job summary

Join a leading financial services firm as a Part-Time Branch Office Administrator. You'll support financial advisors and clients, ensuring exceptional service and facilitating communication. This role offers a chance to grow in a rewarding environment with comprehensive training and benefits.

Benefits

Comprehensive training

Health coverage

Savings accounts

Voluntary benefits

Well-being programs

Retirement plans

Qualifications

• Deliver exceptional personalized service to clients.
• Participate in annual business planning and strategy development.

Responsibilities

• Provide administrative support to a financial advisor or team.
• Facilitate communication and ensure a positive client experience.

Skills

Client service skills

Account management

Administrative support

Technology proficiency

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

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Base pay range

$22.00/hr - $23.00/hr

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, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and 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 on the phone - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals.

Job Overview

Position Schedule: Part-Time

Branch Address: 906 Main St Suite A, Sanford, ME

This job posting is anticipated to remain open for 30 days, from 14-May-2025. 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 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.

Support and Benefits

• 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
• Independently work with support from thousands of colleagues

Candidate Qualities and Responsibilities

• Deliver exceptional personalized service to clients
• Participate in annual business planning and strategy development
• Actively listen and identify client needs for additional services
• Plan and execute marketing events

Additional Information

• Culture of continuous improvement and professional development
• Inclusive environment valuing diverse viewpoints
• Benefits for part-time associates include health coverage, savings accounts, voluntary benefits, well-being programs, and retirement plans (if applicable)
• Competitive compensation with opportunities for merit increases

Pay Range

Minimum: $22.50

Maximum: $23.91

Skills and Role Requirements

• Client service skills: inbound/outbound communication, issue resolution, relationship building
• Account management: account opening, transfers, transaction processing
• Administrative support: scheduling, meeting prep, correspondence, marketing support
• Technology proficiency: MoneyGuide, Salesforce, Microsoft Office, and other software

About Us

Edward Jones is a Fortune 500 company dedicated to positive impact and community service, with over 9 million clients and 20,000 financial advisors across the U.S. and Canada. We value inclusion, professional growth, and community involvement.