Talent.com
Branch Office Administrator

Branch Office Administrator

New Hampshire StaffingAmherst, NH, US
10 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.

Position Schedule : Full-Time Branch Address : 292 State Route 101 Bldg H, Ste 1, Amherst, NH

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.

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 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 : $26.10 Hiring Maximum : $27.74

    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.

    Create a job alert for this search

    Office Administrator • Amherst, NH, US

    Related jobs
    • Promoted
    Travel Nurse RN - Clinic

    Travel Nurse RN - Clinic

    LanceSoftNew London, NH, US
    Permanent
    LanceSoft is seeking a travel nurse RN Clinic for a travel nursing job in New London, New Hampshire.Job Description & Requirements. Traveler must have their own vehicle for this need.CURRENT Out...Show moreLast updated: 30+ days ago
    • Promoted
    Hourly - Admin Asst.

    Hourly - Admin Asst.

    Roman Catholic Bishop of ManchesterManchester, NH, US
    Part-time
    Development and Communications.The Bishop of Manchester is the visible principle and foundation of unity in the particular diocese entrusted to him. In a unique and visible way, he makes Christ&rsqu...Show moreLast updated: 5 days ago
    • Promoted
    OB / GYN Full Scope - Locum Tenens

    OB / GYN Full Scope - Locum Tenens

    HealthEcareers - ClientGardner, MA, USA
    Full-time +2
    Heywood Hospital – Gardner, MA.OB / GYN Full Scope – Locum Tenens (with option to extend or transition to a permanent role) . OBstat clinicians provide high-quality inpatient care, including : .Managin...Show moreLast updated: 30+ days ago
    • Promoted
    HR Admin / Payroll Specialist

    HR Admin / Payroll Specialist

    Greenlight Professional ServicesAyer, MA, US
    Full-time
    The HR Administrator is responsible for full cycle recruitment within a machine shop / manufacturing environment.This role will actively recruit top talent and work closely with management to identi...Show moreLast updated: 30+ days ago
    • Promoted
    Citizens Banker

    Citizens Banker

    CitizensHenniker, NH, United States
    Full-time
    Citizens Bankers are the face of the branch.They devote their time getting to know their customers and building lasting relationships by providing trusted advice. What you'll do Are you outgoing? Do...Show moreLast updated: 30+ days ago
    • Promoted
    Patient Coordinator

    Patient Coordinator

    Spoonwood Dental PartnersPeterborough, NH, US
    Full-time
    Join Our Front Office Team at Spoonwood Dental Partners!.Are you detail-oriented and customer-focused with excellent organizational skills? Spoonwood Dental is looking for a Patient Coordinator to ...Show moreLast updated: 30+ days ago
    • Promoted
    Capital Purchasing Administrator

    Capital Purchasing Administrator

    UniFirstWilmington, MA, USA
    Full-time
    Capital Purchasing Administrator at UniFirst summary : .The Capital Purchasing Administrator provides essential administrative and financial support for field operations, handling procurement process...Show moreLast updated: 30+ days ago
    • Promoted
    Administrative Director

    Administrative Director

    Mindlance HealthNew London, NH, US
    Full-time
    Serving as the on site operational leader for the assigned area, this role assumes full responsibility for the financial health, human capital, and customer experience. This individual proactively d...Show moreLast updated: 30+ days ago
    • Promoted
    EMT - Basic - Ambulance, Per diem

    EMT - Basic - Ambulance, Per diem

    Dartmouth HealthNew London, NH, United States
    Full-time
    The EMT-Basic functions as a primary provider of advanced prehospital emergency medical care and transportation.Working with autonomy, the EMT-Basic is responsible for patient care decisions, scene...Show moreLast updated: 13 days ago
    • Promoted
    EMT - Basic - Ambulance, Per diem

    EMT - Basic - Ambulance, Per diem

    D-H Lebanon-MHMHNew London, NH, United States
    Full-time
    The EMT-Basic functions as a primary provider of advanced prehospital emergency medical care and transportation.Working with autonomy, the EMT-Basic is responsible for patient care decisions, scene...Show moreLast updated: 13 days ago
    • Promoted
    Travel Nurse RN - Operating Room - $425 to $471 per week in New London, NH

    Travel Nurse RN - Operating Room - $425 to $471 per week in New London, NH

    TravelNurseSourceNew London, NH, US
    Full-time
    TravelNurseSource is working with LRS Healthcare to find a qualified OR RN in New London, New Hampshire, 03257!.Ready to start your next travel adventure? LRS Healthcare offers a full benefits pack...Show moreLast updated: 1 day ago
    • Promoted
    Contracts & Administrative Support Specialist

    Contracts & Administrative Support Specialist

    Ultimate StaffingPeterborough, NH, US
    Full-time
    Contracts & Administrative Support Specialist.Serve as the point of contact for customers-handling inquiries, quotes, and order updates. Review and manage government contracts and customer terms...Show moreLast updated: 30+ days ago
    • Promoted
    Citizens Teller

    Citizens Teller

    CitizensGoffstown, NH, United States
    Full-time
    Description Starting Salary : $19 / hour and up As a Citizens Teller - YOU make a real difference for our customers and the branch team. What you'll do You'll greet our customers in our lobbies.You'...Show moreLast updated: 30+ days ago
    • Promoted
    Travel Pediatric Office Registered Nurse

    Travel Pediatric Office Registered Nurse

    Planet HealthcarePeterborough, NH, US
    Full-time
    Planet Healthcare is seeking a travel nurse RN Pediatrics for a travel nursing job in Peterborough, New Hampshire.Job Description & Requirements. Planet Healthcare Job ID #70885535.Pay package i...Show moreLast updated: 30+ days ago
    • Promoted
    RN - First Assist in New London, New Hampshire - $2,046 / week

    RN - First Assist in New London, New Hampshire - $2,046 / week

    VettedNew London, NH, US
    Full-time
    Vetted is seeking a RN - First Assist for a travel job in New London, New Hampshire.The job was posted 10 days ago.The assignment starts on Dec 1 and is 13 weeks long with 10 hour shifts 4 days a w...Show moreLast updated: 11 days ago
    • Promoted
    • New!
    Director of Administration

    Director of Administration

    NLB ServicesNew London, NH, US
    Full-time
    Job Title : Administrative Director – Ambulatory Services (Onsite | Days).Days | Onsite | 8 : 00 AM – 5 : 00 PM.This role is responsible for overseeing financial performance, staff leadership, patient e...Show moreLast updated: 7 hours ago
    • Promoted
    Advanced EMT

    Advanced EMT

    Dartmouth HealthNew London, NH, United States
    Full-time
    The EMT-Advanced functions as a primary provider of advanced prehospital emergency medical care and transportation.Working with autonomy, the EMT-Advanced provider is responsible for patient care d...Show moreLast updated: 2 days ago
    • Promoted
    Work from Home

    Work from Home

    HomeJobFinderGardner, MA
    Remote
    Full-time
    Remote Opportunity : Link Posting Marketing Rep (No Experience Needed!) Are you self-driven, reliable, and ready to earn from anywhere? We’re looking for motivated individuals to jo...Show moreLast updated: 30+ days ago