Talent.com
Branch Office Administrator

Branch Office Administrator

Edward JonesThe Dalles, OR, United States
30+ days ago
Job type
  • Full-time
Job description

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.

Job Overview

Position Schedule : Full-Time

Branch Address : 3591 Klindt Dr Ste 200, The Dalles, OR

This job posting is anticipated to remain open for 30 days, from 11-Oct-2025. The posting may close early due to the volume of applicants.

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
  • 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.
  • Hiring Minimum : $22.50

    Hiring Maximum : $23.91

    Read More About Job Overview

    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.
  • Read More About Skills / Requirements

    Awards & 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

    Read More About Awards & Accolades

    About Us

    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.

    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 • The Dalles, OR, United States

    Related jobs
    • Promoted
    Mortgage Field Services Inspector

    Mortgage Field Services Inspector

    FAR InspectionsHood River, OR, US
    Full-time
    Occupancy Verification Contractor.FAR Inspections is looking for highly motivated individuals to perform residential occupancy verifications on behalf of mortgage lenders.Independent contractors ea...Show moreLast updated: 21 days ago
    • Promoted
    Night Auditor

    Night Auditor

    R.L.K. And CompanyGovernment Camp, OR, US
    Full-time
    The night auditor completes night audit and basic front desk procedures while acting as the manager on duty during the overnight hours in the historic Timberline Lodge. Basic front desk duties, chec...Show moreLast updated: 13 days ago
    • Promoted
    Online Survey Taker. Earn up to $25 per survey. - Remote

    Online Survey Taker. Earn up to $25 per survey. - Remote

    Earn HausKlickitat, Washington, US
    Remote
    Full-time +1
    We are urgently looking for people interested in taking online surveys for Fortune 500 brands.If you are a self-starter, looking for flexible hours throughout the week, this may be for you! Earn up...Show moreLast updated: 30+ days ago
    • Promoted
    Vehicle Operator

    Vehicle Operator

    United States ArmyGovernment Camp, OR, United States
    Permanent
    As a Motor Transport Operator, you’ll play an important part of the Army’s transportation logistics team.You’ll supervise and operate wheeled vehicles over all types of terrain to safely transport ...Show moreLast updated: 30+ days ago
    • Promoted
    Border Patrol Agent - Experienced (GL9 / GS11)

    Border Patrol Agent - Experienced (GL9 / GS11)

    U.S. Customs and Border ProtectionTrout Lake, WA, US
    Full-time
    Check out these higher-salaried federal law enforcement opportunities with the U.Your current or prior law enforcement experience may qualify you for this career opportunity with the nation's premi...Show moreLast updated: 6 days ago
    • Promoted
    Rental Shop Cashier - WINTER

    Rental Shop Cashier - WINTER

    R.L.K. And CompanyGovernment Camp, OR, US
    Full-time
    Training for this position starts in November and work starts once the snow flies!.Ensure quality day-to-day operations for all Sales-points in the Rental Shop. Ensuring guests get outfitted in prop...Show moreLast updated: 30+ days ago
    • Promoted
    Customs and Border Protection Officer - Experienced (GS9)

    Customs and Border Protection Officer - Experienced (GS9)

    U.S. Customs and Border ProtectionDufur, OR, US
    Full-time
    Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...Show moreLast updated: 6 days ago
    • Promoted
    Physician Assistant (PA) - Family Practice - $120,000 to $140,000 per year in Wasco County, OR

    Physician Assistant (PA) - Family Practice - $120,000 to $140,000 per year in Wasco County, OR

    LocumJobsOnlineMaupin, OR, US
    Full-time +1
    LocumJobsOnline is working with Opportunity Healthcare to find a qualified Family Practice PA in Wasco County, Oregon, 97037!. Family Practice Physician Assistant job in Wasco County, OR - offering ...Show moreLast updated: 23 days ago
    • Promoted
    Border Patrol Agent

    Border Patrol Agent

    United States Customs and Border ProtectionCenterville, WA, United States
    Full-time
    IMPORTANT NOTICE : Duty assignments available at time of offer may include the Southwest Border including prioritized locations. Border Patrol determines duty assignments at time of offer based on op...Show moreLast updated: 28 days ago
    • Promoted
    • New!
    Hiring Event : CBP Officer Northern Border Recruitment Webinar - October 21st

    Hiring Event : CBP Officer Northern Border Recruitment Webinar - October 21st

    U.S. Customs and Border ProtectionCenterville, WA, United States
    Full-time
    Customs and Border Protection (CBP) has higher grade opportunities and entry-level openings for Customs and Border Protection Officers , and we need you! You will have the opportunity to ask questi...Show moreLast updated: 3 hours ago
    • Promoted
    Reimbursement Specialist

    Reimbursement Specialist

    Mid-Columbia Center for LivingHood River, OR, US
    Full-time
    Sign on Bonus available for this position : $1,500.Working Title : Reimbursement Specialist.Report to : Billing Supervisor . Location : On-site, The Dalles, Oregon; Hood River, Oregon (May serve Ho...Show moreLast updated: 30+ days ago
    • Promoted
    Customs and Border Protection Officer

    Customs and Border Protection Officer

    U.S. Customs and Border ProtectionDallesport, WA, US
    Full-time
    Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...Show moreLast updated: 6 days ago
    • Promoted
    Signals Intelligence Voice Interceptor - Up To $22.5k Signing Bonus

    Signals Intelligence Voice Interceptor - Up To $22.5k Signing Bonus

    United States ArmyKlickitat, WA, US
    Full-time
    As a Signals Intelligence Voice Interceptor, you’ll use your skills as a linguist to identify, categorize, translate, and summarize foreign language communications from a specific location.You’ll a...Show moreLast updated: 14 days ago
    • Promoted
    Border Patrol Agent

    Border Patrol Agent

    U.S. Customs and Border ProtectionTrout Lake, WA, US
    Full-time
    Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...Show moreLast updated: 6 days ago
    • Promoted
    Experienced Border Patrol Agent - Up to $30,000 Recruitment Incentive

    Experienced Border Patrol Agent - Up to $30,000 Recruitment Incentive

    United States Customs and Border ProtectionTrout Lake, WA, United States
    Full-time
    IMPORTANT NOTICE : Duty assignments available at time of offer may include the Southwest Border including prioritized locations. Border Patrol determines duty assignments at time of offer based on op...Show moreLast updated: 28 days ago
    • Promoted
    Relationship Banker

    Relationship Banker

    Umpqua BankHood River, OR, US
    Full-time
    At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and comm...Show moreLast updated: 1 day ago
    • Promoted
    Financial Services Representative I

    Financial Services Representative I

    First Interstate BankThe Dalles, OR, US
    Full-time
    Financial Services Representative I.This position is located at our The Dalles, OR branch.We know your career is just one aspect of a meaningful, complex, and demanding life.That's why we designed ...Show moreLast updated: 30+ days ago
    • Promoted
    Work from Home

    Work from Home

    Earn HausGlenwood, WA, United States
    Remote
    Full-time +1
    We are urgently looking for people interested in taking online surveys for Fortune 500 brands.If you are a self-starter, looking for flexible hours throughout the week, this may be for you! Earn up...Show moreLast updated: 27 days ago