Part Time Branch Office Administrator

Edward Jones • Estes Park, CO

216d • $23 - $25

About The Position

As a Branch Office Administrator (BOA) at Edward Jones, you will be a vital part of our team, providing seamless support to our clients. Your primary role will be to provide administrative support to a financial advisor or a team of multiple financial advisors. You will be the first voice a client hears when they call on the phone and the first face they see when they walk in the door. This position is designed for those who are relationship builders, problem solvers, and critical thinkers. You will work closely with financial advisors to help clients achieve their long-term financial goals, ensuring a positive client experience and facilitating communication. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment.

Requirements

• Strong interpersonal and communication skills.
• Ability to work independently and as part of a team.
• Critical thinking and problem-solving abilities.
• Experience in customer service or administrative support is preferred.

Nice To Haves

• Previous experience in a financial services environment.
• Familiarity with client relationship management tools.

Responsibilities

• Deliver exceptional personalized service to ensure clients feel understood and informed.
• Support client accounts and facilitate communication.
• Take an active role in the annual business planning process to assist in developing strategies for the upcoming year.
• Actively listen for situations in clients' lives that may indicate a need for additional services.
• Drive marketing activities such as planning and executing events.

Benefits

• 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).
• Retirement Plan eligibility after 1,000 hours of service during the plan year.
• Accruals of paid sick leave and paid time off based on hours worked.

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities