Part Time Branch Office Administrator - Lehighton, PA
Lehighton, Pennsylvania, United States of America
Part Time
1 day ago
Key skills
SalesforceCollaborationAccount Management
About this role
Search for Branch Support Positions by State
Pennsylvania
Position Type
Branch Support - BOA
Position Schedule
Part-Time
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.
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
Country
United States
Position Requirements
What skills would make you a successful BOA?
- Analytical Thinking
- Attention to Detail
- Adaptability
- Conversational Skills
- Digital Tool Utilization
- Team Collaboration
Role Requirements
- Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
- Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records.
- Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan.
- Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.
City
Lehighton
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.
- Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
- Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance.
- 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.