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 (law firm experience required)

    Office Administrator (law firm experience required)

    Fawkes IDM • Seattle, WA, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Works with the office attorneys and staff to support the office’s goals for high quality service to internal and external clients, operations, and growth and development. Manages staff including mon...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30
    Branch Manager

    Branch Manager

    KeyBank • Puyallup, Washington, USA
    serp_jobs.job_card.full_time
    Meridian Street S - Puyallup Washington 98373-3718.Be a problem solver trusted advisor and partner to the people and businesses in our Key Bank communities. The Branch Manager builds coaches develop...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Business Administrator

    Business Administrator

    Tech Providers Inc. • Fife, Washington, United States
    serp_jobs.job_card.temporary
    Business Administrator Duration : .Fife, Washington – Onsite Position.Summary This position is responsible for specific day-to-day business activities of the region Service Center.Directly responsibl...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • 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_variable_days • 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_days • serp_jobs.job_card.promoted
    Administrator II

    Administrator II

    King County • Seattle, WA, United States
    serp_jobs.job_card.full_time +1
    Career Service, Full Time, 40 hrs / week.DNRP-Natural Resources & Parks.Are you a skilled and solutions-driven.Join our team supporting a high-performing solid waste system that includes a large regi...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Administrative Assistant

    Administrative Assistant

    Milliman • Seattle, WA, US
    serp_jobs.job_card.full_time
    Milliman's Seattle Health Practice is looking for an Administrative Assistant to work under the direct supervision of the Administrative Manager, supporting the leadership and team in our Seattle o...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
    Home Health Business Office Manager

    Home Health Business Office Manager

    Eden Health • Tukwila, Washington, USA
    serp_jobs.job_card.full_time
    This position oversees the maintenance of current and accurate records of business.Acts as the Human Resources and Payroll Liaison for the Agency. Organizes develops and maintains business office sy...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • 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
    Lease Administrator - Enterprise Client Services

    Lease Administrator - Enterprise Client Services

    JLL • Seattle, Washington, United States
    serp_jobs.job_card.full_time
    This job is with JLL, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.JLL empowers you to ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Office Manager

    Office Manager

    Seattle Staffing • Seattle, WA, US
    serp_jobs.job_card.full_time +1
    We are looking for a detail-oriented and proactive Office Manager to oversee daily operations and provide exceptional administrative support. This contract position, based in Seattle, Washington, re...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Administrative Assistant & Office Manager

    Administrative Assistant & Office Manager

    One Workplace • Seattle, WA, US
    serp_jobs.job_card.full_time
    Porter Administrative Assistant & Office Manager.We are Porter, a progressive venture from the One Workplace family headquartered in Seattle, Washington. We're here to create thoughtful human-center...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • 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_variable_days • serp_jobs.job_card.promoted
    Medical Office Administrator

    Medical Office Administrator

    Hanger • 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
    Coverity Administrator (Seattle)

    Coverity Administrator (Seattle)

    Ztek Consulting • Seattle, WA, United States
    serp_jobs.job_card.full_time
    Job Role : Coverity Administrator.Location : Seattle, WA / St Louis, MI.Must Have Technical / Functional Skills : .Must have working knowledge of Coverity. Must have understanding of Coverity workflow.Hand...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted