Part Time Branch Office Administrator - Sandusky, OH

Edward Jones; Sandusky (OH); On-site; USD 35,000 - 55,000; Part time

Job summary

An established industry player is looking for a dedicated Branch Office Administrator to join their team. This role is pivotal in supporting Financial Advisors and ensuring clients feel understood and informed. You'll receive comprehensive training and mentorship, allowing you to thrive in a collaborative environment while working independently. The company values diverse perspectives and is committed to professional development, making it an ideal place for those wanting to build a fulfilling career in financial services. Join a team where your contributions are recognized and valued, and help make a positive impact on clients' lives.

Benefits

Medical and Prescription Drug Coverage

Health Savings Account

Flexible Spending Account

Voluntary Benefits

Well-being Programs

Retirement Plan

Qualifications

• Strong ability to deepen client relationships and identify opportunities.
• Proficient in office technology and capable of managing multiple priorities.

Responsibilities

• Deliver exceptional personalized service to clients.
• Assist in developing strategies during annual business planning.
• Drive marketing activities and execute events.

Skills

Client Relationship Management

Efficiency Improvement

Independent Work

Multitasking

Proficiency in Office Technology

Willingness to Learn Financial Services

Job description

Opportunity Overview

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. We’re proud to serve over seven million clients. Our BOAs are a valued part of the client team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results.

We’ll give you the support you need. Our team will be there every step of the way, providing:

• 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
• You’ll often work independently but will have a team of thousands backing you every step of the way

Can you see yourself…

• Delivering exceptional personalized service to ensure clients feel understood and informed
• Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year
• Actively listen for situations in the clients' lives that may indicate a need for additional services
• Driving marketing activities such as planning and executing events

Position Requirements

What characteristics would make you a successful BOA?

• Ability to deepen and broaden client relationships
• Ability to identify opportunities to create efficiency
• Strong ability to work independently
• Ability to manage multiple priorities in a deadline driven environment
• Proficient in current and new office technology
• Willingness to learn how financial services/markets work

Company Description

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, placing the focus on our clients rather than shareholder returns.

Behind everything we do is 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 we believe 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.

Awards and Accolades

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

Position Schedule

Part-Time

Position Type

Branch Support - BOA

EEO Statement

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

Recruiter

Lisa Lake

Salary Information

You can also expect…

• A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions
• An inclusive environment where everyone’s different viewpoints are valued and help to achieve results.
• We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family’s well-being
• Part-time associates who work an average of at least 30 hours a week over a 12-month measurement period are eligible for:
  • Medical and prescription drug coverage,
  • Health Savings Account and Flexible Spending Account,
  • Voluntary Benefits (such as accident, hospital indemnity, and critical illness),
  • Well-being programs (such as the Employee Assistance Program), and
  • Retirement Plan (if compensated for 1,000 hours of service during the plan year).
• In locations that require accruals of paid sick leave and paid time off, part-time associates are eligible for those benefits based on their hours worked and consistent with applicable law.

You'll be competitively compensated…

• Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
• The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role.

Country

United States