Talent.com
Branch Office Administrator - Seattle, WA
Branch Office Administrator - Seattle, WAEdward Jones • Seattle, WA, United States
Branch Office Administrator - Seattle, WA

Branch Office Administrator - Seattle, WA

Edward Jones • Seattle, WA, 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

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. The primary role of the 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. We value different viewpoints to help achieve results.

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 listen for situations in the clients' lives that may indicate a need for additional services
  • Driving marketing activities such as planning and executing events
  • 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

    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.
  • 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
  • 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. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.

    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.
  • serp_jobs.job_alerts.create_a_job

    Branch Administrator • Seattle, WA, United States

    Job_description.internal_linking.related_jobs
    Office Administrator I

    Office Administrator I

    Builders FirstSource • Auburn, WA, United States
    serp_jobs.job_card.full_time
    Ignite your career at Builders FirstSource, America's largest supplier of building materials, value-added components and building services to the professional market. The #1 name in our industry, we...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Database Administrator

    Database Administrator

    MI Windows and Doors • Tacoma, WA, US
    serp_jobs.job_card.full_time
    Join MITER Brands – Where Innovation Meets Craftsmanship.MITER Brands is more than a window and door manufacturer.As the powerhouse behind trusted names like . We are looking for a Database Administ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Travel Certified Occupational Therapist Assistant (COTA) - $1,542 per week in Everett, WA

    Travel Certified Occupational Therapist Assistant (COTA) - $1,542 per week in Everett, WA

    AlliedTravelCareers • Everett, WA, US
    serp_jobs.job_card.full_time
    AlliedTravelCareers is working with AHS Staffing to find a qualified Certified Occupational Therapist Assistant (COTA) in Everett, Washington, 98206!. AHS Staffing is looking for a SNF Certified Occ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted
    SBA Loan Specialist

    SBA Loan Specialist

    Washington Trust Bank • Marysville, WA, United States
    serp_jobs.job_card.full_time
    As an SBA Specialist you would have the opportunity to be proactively involved in helping our small business clients reach their goals while being part of a professional SBA Team who cares about th...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Branch Admin Coordinator

    Branch Admin Coordinator

    Seattle Staffing • Seattle, WA, United States
    serp_jobs.job_card.full_time
    Our Commitment to Equity The Y actively promotes a culture free from bias and injustice.We are dedicated to removing institutional and systemic barriers that result in oppression and racism.We will...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Bank Sales & Service Representative (Universal Banker)

    Bank Sales & Service Representative (Universal Banker)

    First Citizens Bank • Tacoma, WA, US
    serp_jobs.job_card.full_time
    At First Citizens Bank, together we become better.We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work.The Sales and Serv...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    HR & Payroll Administrative Assistant - Seattle, WA

    HR & Payroll Administrative Assistant - Seattle, WA

    Carrix, Inc. / SSA Marine, Inc. • Seattle, WA, United States
    serp_jobs.job_card.full_time
    HR & Payroll Administrative Assistant.Seattle, Washington, United States.This is a Hybrid role and consists of a combination of WFH In Person work. Essential Job Responsibilities : .At SSA Marine, you...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Travel CT Tech - $2,318 per week in Everett, WA

    Travel CT Tech - $2,318 per week in Everett, WA

    Atlas MedStaff • Everett, WA, US
    serp_jobs.job_card.full_time
    Atlas Medstaff is currently seeking candidates in the CT Tech (CT Tech) profession for a 13 week contract in the Everett, Washington area. Atlas Medstaff is a premier staffing firm dedicated to matc...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Sr. Administrator, Salesforce

    Sr. Administrator, Salesforce

    T-Mobile USA, Inc. • Bellevue, WA, United States
    serp_jobs.job_card.full_time +1
    At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big love we give our customers. All team members receive a competitive base salary and compensation pack...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Administrative Secretary 1

    Administrative Secretary 1

    City of Renton Washington • Renton, WA, United States
    serp_jobs.job_card.full_time
    The City of Renton is recruiting for an experienced office professional to join our Community and Economic Development Department. This is an exciting opportunity to be a part of a team that makes a...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Medical Office Administrator

    Medical Office Administrator

    Hanger Clinic • Tacoma, WA, United States
    serp_jobs.job_card.full_time
    With a mantra of Empowering Human Potential, Hanger, Inc.O&P) services and products, offering the most advanced O&P solutions, clinically differentiated programs and unsurpassed customer service.Ha...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Branch Operations Lead Northgate Way Seattle, WA

    Branch Operations Lead Northgate Way Seattle, WA

    JPMorganChase • Seattle, Oregon, USA
    serp_jobs.job_card.full_time
    At Chase we are passionate about creating memorable experiences for our clients and employees making them feel welcomed valued and understood. We build lasting relationships by doing the right thing...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Travel CT Tech - $2173.48 / Week

    Travel CT Tech - $2173.48 / Week

    FlexCare • Everett, WA, US
    serp_jobs.job_card.full_time
    FlexCare is seeking an experienced CT Tech for an exciting Travel Allied job in Everett, WA.Shift : 3x12 hr days Start Date : ASAP Duration : 13 weeks Pay : $2173. Why Clinicians Choose FlexCare.Less ha...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Travel Certified Occupational Therapist Assistant (COTA) - $1,397 per week in Everett, WA

    Travel Certified Occupational Therapist Assistant (COTA) - $1,397 per week in Everett, WA

    Triage Staffing LLC • Everett, WA, US
    serp_jobs.job_card.full_time
    Travel Rehab : Occupational Therapy Everett, WA.Shift Details : 8H Days (12 : 00 AM-12 : 00 PM).Length : 13 WEEKS 13 weeks. Apply for specific facility details.Certified Occupational Therapy A...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Operations Assistant

    Operations Assistant

    Altea Healthcare • Tacoma, WA, US
    serp_jobs.job_card.full_time
    The Operations Assistant plays a crucial role in overseeing the onboarding process for new providers, coordinating facility launches, and ensuring compliance with operational procedures.This positi...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Telemetry RN

    Telemetry RN

    Scout Exchange • Everett, WA, United States
    serp_jobs.job_card.full_time
    Shift - Night (3x12 Hours) 18 : 30 7 : 00.Years of experience Required : 1 year.Will this traveler need to float between like units? Yes, based on need. Type of Facility : Level II Trauma Center.Total Sta...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Travel Certified Occupational Therapist Assistant (COTA) - $1,397 per week in Everett, WA

    Travel Certified Occupational Therapist Assistant (COTA) - $1,397 per week in Everett, WA

    AlliedTravelNetwork • Everett, WA, US
    serp_jobs.job_card.full_time
    AlliedTravelNetwork is working with Triage Staffing LLC to find a qualified Certified Occupational Therapist Assistant (COTA) in Everett, Washington, 98201!. Travel Rehab : Occupational Therapy Evere...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Remote Database Administrators - AI Trainer ($75-$100 per hour)

    Remote Database Administrators - AI Trainer ($75-$100 per hour)

    Mercor • Everett, Washington, US
    serp_jobs.filters.remote
    serp_jobs.job_card.temporary
    Role Overview • • Mercor is collaborating with a leading AI organization to identify experienced Database Administrators for a high-priority training and evaluation project.Freelancers will be tasked...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted