Talent.com
Branch Office Administrator - York, PA

Branch Office Administrator - York, PA

Edward JonesYork, PA, United States
Hace 1 día
Tipo de contrato
  • A tiempo completo
Descripción del trabajo

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.
  • Crear una alerta de empleo para esta búsqueda

    Branch Administrator • York, PA, United States

    Ofertas relacionadas
    • Oferta promocionada
    Travel MRI Tech - $2,825 to $3,157 per week in Hershey, PA

    Travel MRI Tech - $2,825 to $3,157 per week in Hershey, PA

    AlliedTravelCareersHershey, PA, US
    A tiempo completo
    AlliedTravelCareers is working with Prime Time Healthcare to find a qualified MRI Tech in Hershey, Pennsylvania, 17033!.Now Hiring : Allied Healthcare MRI - Hershey, PA. Contact us for Pay Informatio...Mostrar másÚltima actualización: hace más de 30 días
    • Oferta promocionada
    Business Banker 3 - Lancaster, PA

    Business Banker 3 - Lancaster, PA

    First National Bank of PennsylvaniaLancaster, PA, United States
    A tiempo completo
    Make a difference - for us and for your future.Commercial Banking Team Leader.This position is primarily responsible for developing new business relationships and servicing current business relatio...Mostrar másÚltima actualización: hace más de 30 días
    • Oferta promocionada
    Administrative Associate, Facilities

    Administrative Associate, Facilities

    Carroll Community CollegeWestminster, MD, US
    A tiempo completo
    This position provides administrative support to the Facilities Department as directed.This position reports to the Director, Facilities Operations and Special Projects. Daily opening responsibiliti...Mostrar másÚltima actualización: hace 8 días
    • Oferta promocionada
    Payroll Clerk

    Payroll Clerk

    PRI GlobalHershey, PA, United States
    A tiempo completo
    Basic accounting knowledge is a plus.Strong attention to detail, accuracy, and organizational skills.Ability to manage multiple priorities in a fast-paced, deadline-driven environment.Excellent com...Mostrar másÚltima actualización: hace 12 días
    • Oferta promocionada
    Consumer Advocate (must live in York, PA)

    Consumer Advocate (must live in York, PA)

    Bell Socialization Services Inc.York, PA, US
    A tiempo completo
    This position provides direct support and services to Intellectual Disabilities consumers, acts as first point of contact to external agencies, and ensure regulatory compliance in consumer matters....Mostrar másÚltima actualización: hace 6 días
    • Oferta promocionada
    RN - OR - Operating Room in York, Pennsylvania - $2,326 / week

    RN - OR - Operating Room in York, Pennsylvania - $2,326 / week

    VettedYork, PA, US
    A tiempo completo
    Vetted is seeking a RN - OR - Operating Room for a travel job in York, Pennsylvania.The assignment starts on Dec 1 and is 18 weeks long with 10 hour shifts 4 days a week. You must live 60 miles away...Mostrar másÚltima actualización: hace 2 días
    • Oferta promocionada
    Branch Manager - York, PA

    Branch Manager - York, PA

    First National Bank of PennsylvaniaYork, PA, United States
    A tiempo completo
    Make a difference - for us and for your future.This position is primarily responsible for the overall sales and operations management of the branch. The incumbent is the directing sales manager for ...Mostrar másÚltima actualización: hace más de 30 días
    • Oferta promocionada
    PATIENT OBSERVER

    PATIENT OBSERVER

    LifeBridge HealthWestminster, MD, US
    A tiempo parcial
    PATIENT OBSERVER \n \n \n \n \n.Part-time w / Weekend Commitment - Day and Evening shifts - 6 : 45am-7 : 15pm\n.Apply Now\n \n \n \n\n \n \n \n\n \n \n\n \n Save Job\n Saved\n \n.Functions of the Patient...Mostrar másÚltima actualización: hace más de 30 días
    • Oferta promocionada
    Assistant Office Manager

    Assistant Office Manager

    Aspen DentalWestminster, MD, US
    A tiempo completo
    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...Mostrar másÚltima actualización: hace 17 días
    • Oferta promocionada
    Payroll Coordinator

    Payroll Coordinator

    System OneHershey, PA, US
    A tiempo completo
    Job Title : Payroll Coordinator Location : Hershey, PA Type : Contract to hire Compensation : $30 hourly Contractor Work Model : Onsite Hours : Mon - Fri 8am -4pm This position reports to the Senior Plan...Mostrar másÚltima actualización: hace 19 días
    • Oferta promocionada
    Office Administrator

    Office Administrator

    Life RememberedElm, PA, US
    A tiempo completo
    We are seeking an organized, self-motivated Office Administrator to provide general support to our clients and staff at our local cemetery office. You will be responsible for ensuring that the locat...Mostrar másÚltima actualización: hace 7 días
    • Oferta promocionada
    Patient Services Coordinator - Full-time - Days

    Patient Services Coordinator - Full-time - Days

    Greater Baltimore Medical Center (GBMC)Phoenix, MD, United States
    A tiempo completo
    Under limited supervision, performs a variety of clerical activities to support practice operations including customer service, managing telephone calls, scheduling, registration, and copay collect...Mostrar másÚltima actualización: hace 19 días
    • Oferta promocionada
    Patient Services Assistant

    Patient Services Assistant

    Greater Baltimore Medical Center (GBMC)Phoenix, MD, United States
    A tiempo completo
    Under limited supervision, performs a variety of clerical activities to support practice operations including customer service, managing telephone calls, scheduling, registration, and copay collect...Mostrar másÚltima actualización: hace 2 días
    • Oferta promocionada
    Sr Health Services Administrator (RN)

    Sr Health Services Administrator (RN)

    MedikoHarrisburg, Pennsylvania, United States
    A tiempo completo
    MEDIKO : Mission driven & committed to delivering high-quality medical care to the communities we serve.Our dedicated Healthcare Professionals find meaning, support and new opportunities to learn a...Mostrar másÚltima actualización: hace más de 30 días
    • Oferta promocionada
    Home Health Admissions RN $10,000 Bonus

    Home Health Admissions RN $10,000 Bonus

    Residential Home Health and HospiceGlenville, Pennsylvania, United States
    A tiempo completo
    At Residential Home Health and Hospice ('Residential'), we're looking to add to our extraordinary care team.Grounded by our belief that outstanding care is best delivered in a team-based environmen...Mostrar másÚltima actualización: hace 8 días
    • Oferta promocionada
    Order Management Specialist

    Order Management Specialist

    Ultimate StaffingWestminster, MD, US
    A tiempo completo
    Westminster, MD | Full-Time | On-Site | Benefits + Bonuses | Growth Opportunity.Only local candidates will be considered at this time. Our client is seeking a detail-oriented and collaborative Order...Mostrar másÚltima actualización: hace 19 días
    • Oferta promocionada
    Travel MRI Tech - $3,087 per week in Hershey, PA

    Travel MRI Tech - $3,087 per week in Hershey, PA

    Medical SolutionsSwatara Twp, PA, United States
    A tiempo completo
    A facility in Hershey, PA is seeking its next amazing MRI Technologist.Read on if this sounds like your perfect fit! Nurses and allied healthcare professionals are in high demand nationwide, and ou...Mostrar másÚltima actualización: hace 1 día
    • Oferta promocionada
    ObGyn

    ObGyn

    Global Medical StaffingLebanon, Pennsylvania, US
    A tiempo completo
    ObGyn physician job in Pennsylvania : Global Medical Staffing - Ready to start an exhilarating experience in healthcare? Pick up the phone and call us today. Call coverage only position with 30-minu...Mostrar másÚltima actualización: hace más de 30 días