Part Time Branch Office Administrator

Edward Jones; Thonotosassa (FL); On-site; USD 60,000 - 80,000; Part time

Job summary

Join a leading financial services firm as a Part-Time Branch Office Administrator. This role involves providing administrative support to advisors, ensuring positive client experiences, and participating in business planning. Enjoy comprehensive training, a supportive environment, and opportunities for professional growth.

Benefits

Comprehensive 6-month training with peer mentorship

Inclusive environment valuing diverse viewpoints

Recognition programs and career growth opportunities

Part-time benefits including health coverage

Qualifications

• Client service excellence and administrative support required.
• Technological proficiency with tools like MoneyGuide, Salesforce, and Microsoft Office.

Responsibilities

• Deliver personalized service to clients.
• Assist in marketing activities and event planning.
• Participate in business planning and strategy development.

Skills

Client service excellence

Account management skills

Administrative support

Tools

Microsoft Office

Salesforce

MoneyGuide

Job description

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

Base pay range

$22.00/hr - $23.00/hr

Job Overview

Position Schedule: Part-Time

Branch Address: 6949 Gall Blvd, Zephyrhills, FL

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.

The primary role of the Branch Office Administrator (BOA) is to provide administrative support to a financial advisor or a team of advisors, helping clients achieve their financial goals. BOAs are a valued part of the client support team, providing seamless support to clients, facilitating communication, and ensuring a positive client experience.

Role Summary

As a Branch Office Administrator, you'll support client accounts, facilitate communication, and help ensure a positive client experience. This role offers opportunities for growth in a dynamic environment.

Support and Benefits

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

Key Responsibilities

• Deliver personalized service to clients
• Participate in business planning and strategy development
• Listen for client needs and suggest additional services
• Assist in marketing activities and event planning

Additional Perks

• Culture of continuous improvement and professional development
• Inclusive environment valuing diverse viewpoints
• Recognition programs and career growth opportunities
• Part-time benefits including health coverage, retirement plans, and well-being programs

Compensation

Hiring range: $22.50 - $23.91, with potential for merit-based increases.

Skills and Requirements

• Client service excellence
• Account management skills
• Administrative and operational support abilities
• Technological proficiency with tools like MoneyGuide, Salesforce, Microsoft Office

About Edward Jones

A Fortune 500 company focused on positive impact, with over 9 million clients and 20,000 advisors across the U.S. and Canada. We value inclusion, community, and professional growth.