Talent.com
Branch Office Administrator
Branch Office AdministratorFlorida Staffing • Orlando, FL, US
serp_jobs.error_messages.no_longer_accepting
Branch Office Administrator

Branch Office Administrator

Florida Staffing • Orlando, FL, US
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 Role

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.

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.

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.

    serp_jobs.job_alerts.create_a_job

    Office Administrator • Orlando, FL, US

    Job_description.internal_linking.related_jobs
    Branch Staff

    Branch Staff

    Climate First Bank • Orlando, FL, United States
    serp_jobs.job_card.full_time
    We are changing FINANCE to finance CHANGE!.As a Florida Benefit Corporation and FDIC-insured commercial bank, we offer a full suite of personal and business services-including solar, residential, c...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Network Administrator

    Network Administrator

    Leidos • Orlando, FL, US
    serp_jobs.job_card.full_time
    The Multi-Domain Solutions Division at Leidos currently has openings for a Network Engineer to work in our Orlando, FL office. Our team supports the Advanced Battle Management System’s (ABMS) ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Remote Database Administrators (Professional, Scientific, and Technical Services) - AI Trainer ($90-$160 per hour)

    Remote Database Administrators (Professional, Scientific, and Technical Services) - AI Trainer ($90-$160 per hour)

    Mercor • Orlando, Florida, US
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    Mercor is recruiting • •Database Administrators who work in the Professional, Scientific, and Technical Services Sector • • as independent contractors working on a research project • •for one of the wo...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    HR Administrator

    HR Administrator

    LeeKO Home Health • Orlando, Florida, USA
    serp_jobs.job_card.full_time
    LeeKO Home Health LLC is a leading provider of home health services committed to delivering exceptional care and fostering a supportive work environment. We are growing and seeking an experienced HR...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Facility Administrator

    Facility Administrator

    Davita Inc. • Orlando, FL, United States
    serp_jobs.job_card.full_time
    Sturtevant St, Orlando, Florida, 32806, United States of America.As a Healthcare Operations Manager (Facility Administrator) at DaVita, you'll be a part of a Team that values work-life balance and ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Business Office Generalist

    Business Office Generalist

    Orange Avenue Surgery Center • Orlando, FL, United States
    serp_jobs.job_card.full_time
    The Business Office Generalist is a versatile role with a wide range of responsibilities within an Ambulatory Surgery Center. This role is essential in creating a welcoming and safe environment, pro...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Database Administrator REMOTE

    Database Administrator REMOTE

    The Structures Company • Orlando, Florida, USA
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    JOB TITLE : Database Administrator - REMOTE.Contract (12 months with potential for extension).Aerospace / Defense / Aviation. Medical dental and vision (Cigna).Bonus potential Priority access via T...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Branch Office Administrator - Orlando, FL

    Branch Office Administrator - Orlando, FL

    Edward Jones • Orlando, FL, United States
    serp_jobs.job_card.full_time
    If you find yourself looking for a fulfilling career.Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their l...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Remote Database Administrators - AI Trainer ($75-$100 per hour)

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

    Mercor • Orlando, Florida, 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
    Assistant to the Manager

    Assistant to the Manager

    TAG - The Aspen Group • Sanford, FL, US
    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
    Branch Manager

    Branch Manager

    mSupply • Orlando, Florida, USA
    serp_jobs.job_card.full_time
    Since 1932 Marcone has been trusted by repair professionals to quickly deliver original replacement parts for household appliances. Louis-based company is an authorized distributor for major brands ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Branch Office Administrator

    Branch Office Administrator

    Edward Jones • Orlando, FL, United States
    serp_jobs.job_card.full_time
    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 as...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Medical Office Coordinator

    Medical Office Coordinator

    AdventHealth • Winter Park, FL, United States
    serp_jobs.job_card.full_time
    Medical Office Coordinator - AdventHealth.All the benefits and perks you need for you and your family : .Whole Person Wellbeing Resources. Mental Health Resources and Support.Joining AdventHealth is a...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Branch Leadership & Branch Administrator

    Branch Leadership & Branch Administrator

    Climate First Bank • Orlando, FL, United States
    serp_jobs.job_card.full_time
    We are changing FINANCE to finance CHANGE!.As a Florida Benefit Corporation and FDIC-insured commercial bank, we offer a full suite of personal and business services-including solar, residential, c...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Office Administrator

    Office Administrator

    SkyBridge Aviation • Orlando, FL, US
    serp_jobs.job_card.full_time
    At SkyBridge Aviation, we specialize in staffing and recruiting for Touch Labor Maintenance,.Information Technology, and Engineering positions within the commercial and government.We're a fast-pace...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Office Administrator (Orlando)

    Office Administrator (Orlando)

    SkyBridge Aviation • Orlando, FL, US
    serp_jobs.job_card.full_time +1
    At SkyBridge Aviation, we specialize in staffing and recruiting for Touch Labor Maintenance,.Information Technology, and Engineering positions within the commercial and government.Were a fast-paced...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Operations Administrator

    Operations Administrator

    AWP Safety • Orlando, Florida, USA
    serp_jobs.job_card.full_time
    Schedule and adjust daily labor and equipment assignments.Coordinate with team members to ensure full coverage.Respond to service calls and job updates in real time. Communicate with contractors to ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Facility Management Administrator

    Facility Management Administrator

    DEX Imaging • Orlando, Florida, USA
    serp_jobs.job_card.full_time
    Imaging is a leading provider of document handling equipment and services with multiple offices and locations throughout the United States. Vendor agnostic providing the best document handling solut...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted