Talent.com
Branch Office Administrator
Branch Office AdministratorOklahoma Staffing • Norman, OK, United States
serp_jobs.error_messages.no_longer_accepting
Branch Office Administrator

Branch Office Administrator

Oklahoma Staffing • Norman, OK, United States
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Branch Office Administrator

Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team. At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals.

The primary role of the Branch Office Administrator (BOA) is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds.

Role Summary :

As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment.

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 listening for situations in the clients' lives that may indicate a need for additional services
  • Driving marketing activities such as planning and executing events
  • 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
  • Full-time Associates receive the following benefits :

  • Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts : health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program.
  • 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.
  • 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.
  • Hiring Minimum : $21.38 Hiring Maximum : $22.71

    Skills / 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.
  • About Us

    Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 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.

    Compensation provided for using, not obtaining, the rating. 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.

    serp_jobs.job_alerts.create_a_job

    Office Administrator • Norman, OK, United States

    Job_description.internal_linking.related_jobs
    Office Paraprofessional

    Office Paraprofessional

    Fall River Public Schools • Edmond, Oklahoma, USA
    serp_jobs.job_card.full_time
    Ability to relate well with students and other adults.Ability to assist in the instruction and supervision of students.NCLB Qualified (Associates Degree or Para Pro Test (Praxis).Ability to relate ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    College of Business - Student Success Advisor II

    College of Business - Student Success Advisor II

    University of Central Oklahoma • Edmond, OK, United States
    serp_jobs.job_card.full_time
    Regular, full-time, salaried, exempt and benefit-eligible staff position.For more benefit information visitWhy Work at UCO?. Position typically works Monday-Friday from 8am-5pm in-office at UCO's ma...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Business Loan Officer

    Business Loan Officer

    Gpac • Edmond, Oklahoma, United States
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    A community bank is confidentially looking to add another member to their banking family.This opportunity would be great for a community-minded individual that appreciates the flexibility and excel...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30
    Travel Nurse RN - Operating Room - $2,030 per week in Tahlequah, OK

    Travel Nurse RN - Operating Room - $2,030 per week in Tahlequah, OK

    TravelNurseSource • Norman, Oklahoma, US
    serp_jobs.job_card.full_time +1
    TravelNurseSource is working with Infojini Healthcare to find a qualified OR RN in Tahlequah, Oklahoma, 74464!.Self Assessment (Skills Checklist). At Infojini Healthcare, We tell it like it is.Infoj...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Title Clerk

    Title Clerk

    Floorplan Xpress • Norman, Oklahoma, USA
    serp_jobs.job_card.full_time
    Are you looking for a position to drive your career forward.Operations Center in Norman OK.This is an entry level position with the opportunity to grow. Serving over 30 states nationwide.Drive Excel...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Mail & Data Processor

    Mail & Data Processor

    Harris Computer • Arcadia, OK, US
    serp_jobs.job_card.full_time
    Mail & Data Processor position handling incoming and outgoing mail in an organized fashion.Prepares and scans checks for bank deposits. Prepares and uploads charges provided by various physician off...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Administrative Assistant Work From Home - Part-Time Focus Group Panelist (Up To $750 / Week)

    Administrative Assistant Work From Home - Part-Time Focus Group Panelist (Up To $750 / Week)

    Apex Focus Group Inc. • Midwest City, OK, United States
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    Administrative Assistant - Remote Work From Home Focus Group Panelist - Full Time / Part Time.Our company is seeking individuals to participate in National & Local Paid Focus Groups, Clinical Trial...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Front Desk Receptionist — Edmond, OK

    Front Desk Receptionist — Edmond, OK

    The Joint Chiropractic • Edmond, Oklahoma, USA
    serp_jobs.job_card.full_time
    Front Desk Receptionist Full Time.A better way to deliver care starts here!.The Joint Chiropractic is revolutionizing access to care by delivering high-quality affordable chiropractic services in ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Administrative Assistant

    Administrative Assistant

    Frontier Land Surveying • Edmond, Oklahoma, United States
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Currently seeking to fill the position of Administrative Assistant.Frontier Land Surveying is searching for an individual to assist with accounts payable and receivable, reporting, and project prod...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30
    Travel Nurse RN - Operating Room - $2,213 per week in Edmond, OK

    Travel Nurse RN - Operating Room - $2,213 per week in Edmond, OK

    TravelNurseSource • Edmond, OK, US
    serp_jobs.job_card.full_time
    TravelNurseSource is working with Advantis Medical Staffing to find a qualified OR RN in Edmond, Oklahoma, 73003!.Advantis Medical, the #1 rated travel nurse agency, is currently seeking an experie...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Travel Occupational Therapist (OT) - $2,546 per week in Tulsa, OK

    Travel Occupational Therapist (OT) - $2,546 per week in Tulsa, OK

    AlliedTravelNetwork • Norman, Oklahoma, US
    serp_jobs.job_card.full_time
    AlliedTravelNetwork is working with Care Career to find a qualified Occupational Therapist (OT) in Tulsa, Oklahoma, 74136!. Occupational therapists treat disabled, ill, or injured patients with spec...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Grants Office Coordinator

    Grants Office Coordinator

    Rose State College • Midwest City, OK, United States
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    THE PRESIDENT'S OFFICE ANNOUNCES AN OPENING IN THE GRANTS OFFICE.POSITION : Grants Office Coordinator (Temporary, Subject to Funding). Responsible for providing administrative, technical, and operati...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30
    Lending Assistant (Full Time) - Edmond, OKC

    Lending Assistant (Full Time) - Edmond, OKC

    Prosperity Bank • Edmond, OK, United States
    serp_jobs.job_card.full_time
    External Applicants : Please apply through Prosperity Bank's Career Center at.Applying through any other source may prevent Prosperity from receiving your application. Internal Applicants : If you are...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Application Administrator (CAA)

    Application Administrator (CAA)

    Agil3 Technology Solutions (A3T) • Tinker AFB, OK, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    A3T’s Public Key Infrastructure (PKI) Application Administrator (CAA) supports our team in execution of application support, security and administration to a federal government agency and its...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30
    Administrative Support Specialist, Dental Hygiene (10 Months)

    Administrative Support Specialist, Dental Hygiene (10 Months)

    Rose State College • Midwest City, OK, United States
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    ACADEMIC AFFAIRS ANNOUNCES AN OPENING IN THE HEALTH SCIENCES DIVISION.POSITION : Administrative Support Specialist, Dental Hygiene (10 Months). Perform a variety of advanced administrative and cleric...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30
    Universal Banker

    Universal Banker

    Fidelity Bank • Edmond, Oklahoma, United States
    serp_jobs.job_card.full_time
    UNIVERSAL BANKER Job Overview : .As the face of Oklahoma Fidelity to our customers, you’ll build relationships by positively representing our products, solutions and legacy of service.You’ll work in ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Travel CT Tech - $1,351 per week in Tulsa, OK

    Travel CT Tech - $1,351 per week in Tulsa, OK

    Medical Solutions • Norman, Oklahoma, US
    serp_jobs.job_card.full_time
    A facility in Tulsa, OK is seeking its next amazing CT Technologist (Computed Tomography).Read on if this sounds like your perfect fit!. Nurses and allied healthcare professionals are in high demand...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Dental Office Manager

    Dental Office Manager

    Aspen Dental • Norman, OK, United States
    serp_jobs.job_card.full_time
    At Aspen Dental, we put You first, offering the security and job stability that comes with working with a world-class dental service organization (DSO). Our best-in-class training program, competiti...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted