Talent.com
Branch Office Administrator
Branch Office AdministratorVeterans Staffing • Demotte, IN, US
No longer accepting applications
Branch Office Administrator

Branch Office Administrator

Veterans Staffing • Demotte, IN, US
2 days ago
Job type
  • Full-time
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.

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 : $22.50 Hiring Maximum : $23.91

    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.

    Create a job alert for this search

    Office Administrator • Demotte, IN, US

    Related jobs
    Compliance Administrator

    Compliance Administrator

    VirtualVocations • Gary, Indiana, United States
    Full-time
    A company is looking for a Compliance Administrator to ensure the integrity and compliance of its national Field Service Partner network. Key Responsibilities Request and collect updated insurance...Show more
    Last updated: 2 days ago • Promoted
    Office Administrator

    Office Administrator

    BY YOUR SIDE Autism Therapy Services • Tinley Park, IL, US
    Full-time
    The BY YOUR SIDE Office Administrator is responsible for providing excellent parent experience to all prospective and current families by ensuring accuracy and efficiency for all communication and ...Show more
    Last updated: 6 days ago • Promoted
    Workplace Administrator

    Workplace Administrator

    VirtualVocations • Gary, Indiana, United States
    Full-time
    A company is looking for a Workplace Administrator to support its global workplace team.Key Responsibilities Triaging incoming support requests and serving as the IT Workplace point of contact H...Show more
    Last updated: 1 day ago • Promoted
    iBase Administrator

    iBase Administrator

    VirtualVocations • Gary, Indiana, United States
    Full-time
    A company is looking for an iBase Administrator.Key Responsibilities Serve as the main point of contact for iBase across all branches Validate and enter data into the iBase and Service Portal M...Show more
    Last updated: 1 day ago • Promoted
    Loan Support Administrator

    Loan Support Administrator

    VirtualVocations • Gary, Indiana, United States
    Full-time
    A company is looking for a Loan Support Administrator, responsible for providing guidance and support to employees regarding loan-related inquiries. Key Responsibilities Answer inbound phone calls...Show more
    Last updated: 2 days ago • Promoted
    Oracle Database Administrator

    Oracle Database Administrator

    VirtualVocations • Gary, Indiana, United States
    Full-time
    A company is looking for a Senior Oracle Database Administrator.Key Responsibilities Administer, monitor, and maintain Oracle databases (11g / 12c / 19c) Plan and execute end-to-end migration of Ora...Show more
    Last updated: 30+ days ago • Promoted
    Closing Manager

    Closing Manager

    VirtualVocations • Gary, Indiana, United States
    Full-time
    A company is looking for a Closing Manager to supervise and coordinate all aspects of loan closings.Key Responsibilities Assist Branch Manager with supervision of loan closing associates to ensur...Show more
    Last updated: 2 days ago • Promoted
    Office Administrator

    Office Administrator

    Caliber Collision • Rensselaer, IN, US
    Full-time
    HR-related administration and recordkeeping for all center associates, maintain Accounts Receivables, Accounts Payable accounts and Cash Handling procedures to company standards, and provide a worl...Show more
    Last updated: 6 days ago • Promoted
    Office Administrator

    Office Administrator

    Carlile Group • Manteno, IL, US
    Full-time +1
    Be among the first 25 applicants.The Carlile Group is looking for an individual to assist in administrative and bookkeeping tasks. This role may include accounts payable and receivable, preparing fi...Show more
    Last updated: 6 days ago • Promoted
    Office Administrator

    Office Administrator

    BY YOUR SIDE-Autism Therapy Services • Tinley Park, IL, US
    Full-time
    The BY YOUR SIDE Office Administrator is responsible for providing excellent parent experience to all prospective and current families by ensuring accuracy and efficiency for all communication and ...Show more
    Last updated: 10 days ago • Promoted
    Office Administrator

    Office Administrator

    Jackson Hewitt • Palos Heights, IL, US
    Full-time
    Job Opportunity at Jackson Hewitt.At Jackson Hewitt and its Franchisees, we provide an invaluable service in guiding our clients through the tax codes, rules, and processes.We do this with integrit...Show more
    Last updated: 30+ days ago • Promoted
    Office Administrator

    Office Administrator

    M&M • Crete, IL, US
    Full-time
    If you're organized, detail-oriented, and enjoy keeping things running smoothly, this role is for you.You don't need prior office experience - just strong computer skills and the ability to...Show more
    Last updated: 1 day ago • Promoted
    Loan Origination System Administrator

    Loan Origination System Administrator

    VirtualVocations • Gary, Indiana, United States
    Full-time
    A company is looking for an Administrator for the Loan Origination System.Key Responsibilities Provide dedicated support for the loan origination system and manage critical initiatives Analyze s...Show more
    Last updated: 2 days ago • Promoted
    SQL Database Administrator

    SQL Database Administrator

    VirtualVocations • Gary, Indiana, United States
    Full-time
    A company is looking for a SQL Database Administrator to join their IT Infrastructure team.Key Responsibilities Support a large-scale SQL Server environment with over 1000 databases and 60 SQL Se...Show more
    Last updated: 30+ days ago • Promoted
    Office Administrator

    Office Administrator

    Creative Financial Staffing (CFS) • Valparaiso, IN, US
    Full-time +1
    Be among the first 25 applicants.Creative Financial Staffing (CFS) provided pay range.This range is provided by Creative Financial Staffing (CFS). Your actual pay will be based on your skills and ex...Show more
    Last updated: 6 days ago • Promoted
    OnBase Administrator III

    OnBase Administrator III

    VirtualVocations • Gary, Indiana, United States
    Full-time
    A company is looking for an OnBase Administrator / Developer III.Key Responsibilities Plan, design, develop, test, implement, and modify Electronic Content Management (ECM) solutions Provide advan...Show more
    Last updated: 1 day ago • Promoted
    Telephone Operator

    Telephone Operator

    VirtualVocations • Gary, Indiana, United States
    Full-time
    A company is looking for a Telephone Operator.Key Responsibilities Courteously and efficiently answers all incoming calls and connects callers with the correct extension Takes and relays message...Show more
    Last updated: 23 days ago • Promoted
    Branch Office Administrator

    Branch Office Administrator

    Edward Jones • Demotte, IN, US
    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, you are a critical member of the branch team al...Show more
    Last updated: 9 hours ago • Promoted • New!
    Family Practice

    Family Practice

    The Inline Group • Rensselaer, Indiana, US
    Full-time
    Family Practice physician job in Indiana : The Inline Group -.Compensation : Competitive compensation, including income guarantee, with bonus incentives. Benefits : - Paid malpractice- 27 days of...Show more
    Last updated: 30+ days ago • Promoted
    Loan Officer Assistant

    Loan Officer Assistant

    VirtualVocations • Gary, Indiana, United States
    Full-time
    A company is looking for a Loan Officer Assistant to support mortgage loan officers in daily operations.Key Responsibilities : Assist in reviewing mortgage loan applications and documentation Man...Show more
    Last updated: 30+ days ago • Promoted