Position Details
About this role
Part-time Branch Office Administrator supporting Edward Jones clients and advisors with administrative tasks, client service, and branch activities.
Key Responsibilities
- Provide exceptional client service via inbound/outbound calls, email, and in-person interactions
- Respond to inquiries and maintain client relationships
- Manage account opening and transfers; prepare documentation
- Schedule appointments and materials for client meetings
- Support marketing initiatives and events
Technical Overview
CRM and admin tools focus with MoneyGuide, Salesforce, and Microsoft Office; training provided.
Ideal Candidate
The ideal candidate is a customer-service oriented individual for a part-time Edward Jones BOA role, proficient in MoneyGuide, Salesforce, and Microsoft Office, capable of handling client interactions, account support, and marketing events.
Must-Have Skills
Required Skills
Hard Skills
Soft Skills
Industry & Role
Keywords for Your Resume
Deal Breakers
No experience with MoneyGuide or Salesforce, Unwilling to support inbound/outbound client communications, Part-time availability not aligned with branch needs
Get matched to jobs like this
Luna finds roles that fit your skills and career goals — no endless scrolling required.
Create a Free Profile