Talent.com
Branch Office Administrator - Ashburn, VA
Branch Office Administrator - Ashburn, VAEdward Jones • Ashburn, VA, United States
No longer accepting applications
Branch Office Administrator - Ashburn, VA

Branch Office Administrator - Ashburn, VA

Edward Jones • Ashburn, VA, United States
16 days ago
Job type
  • Full-time
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.
  • Create a job alert for this search

    Office Administrator • Ashburn, VA, United States

    Related jobs
    Office Administrator

    Office Administrator

    CACI International • Springfield, VA, US
    Full-time
    As an Office Administrator, you will provide vital services in support of the TSA's mission of protecting the nation's air, rail, transit, and highway transportation systems to ensure freedom of mo...Show more
    Last updated: 30+ days ago • Promoted
    Administrative Assistant (Remote Position)

    Administrative Assistant (Remote Position)

    GOLD GATE • Frederick, Maryland
    Remote
    Full-time +1
    Quick Apply
    Administrative Assistant (Remote Position).Part-Time : $18–$24 per hour.Full-Time : $20–$28 per hour.We are seeking a dependable and well-organized Remote Administrative Assistant to supp...Show more
    Last updated: 8 days ago • Promoted
    ObGyn

    ObGyn

    CompHealth • Manassas, Virginia, US
    Full-time
    ObGyn physician job in Virginia : Manassas, VA offers a unique and rewarding environment for physicians seeking to practice in a vibrant, growing community. Manassas offers excellent schools, afford...Show more
    Last updated: 30+ days ago • Promoted
    Branch Office Administrator

    Branch Office Administrator

    Virginia Staffing • Ashburn, VA, 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, we are very intentional in calling our field as...Show more
    Last updated: 11 days ago • Promoted
    Business Banking Loan Specialist II (Hybrid or Possible Remote - VA / DC / MD / NC Only)

    Business Banking Loan Specialist II (Hybrid or Possible Remote - VA / DC / MD / NC Only)

    Atlantic Union Bank • Reston, VA, United States
    Remote
    Full-time
    This position is primarily responsible for partnering with Business Banking teammates collect documents required prior to loan closing, produce loan documents through the bank's internal documentat...Show more
    Last updated: 30+ days ago • Promoted
    Windows Endpoint Applications Administrator

    Windows Endpoint Applications Administrator

    The Aerospace Corporation • Chantilly, VA, United States
    Full-time
    The Aerospace Corporation is the trusted partner to the nation's space programs, solving the hardest problems and providing unmatched technical expertise. As the operator of a federally funded resea...Show more
    Last updated: 30+ days ago • Promoted
    Office Administrator

    Office Administrator

    Azaaki, LLC • Lorton, Virginia, USA
    Full-time
    Title : Office Administrator with Advanced Microsoft Excel Proficiency.Monday to Friday 8 : 00 AM to 5 : 00 PM one hour for lunch). Office Administrator with (Advanced Microsoft Excel Proficiency).USs la...Show more
    Last updated: 6 days ago • Promoted
    Travel Behavioral Health Tech in Ashburn, VA

    Travel Behavioral Health Tech in Ashburn, VA

    AlliedTravelCareers • Ashburn, VA, US
    Full-time
    AlliedTravelCareers is working with Aequor to find a qualified Behavioral Health Tech in Ashburn, Virginia, 20148!.Registered Behavioral Tech (RBT). With Aequor, you can enjoy the freedom to advance...Show more
    Last updated: 7 days ago • Promoted
    Central Maintenance Assistant Administrator

    Central Maintenance Assistant Administrator

    NOVA Parks • Fairfax Station, VA, United States
    Full-time
    The Central Maintenance Assistant Administrator is a management position responsible for assisting with the planning, coordination, and execution of maintenance programs for all regional parks in t...Show more
    Last updated: 14 days ago • Promoted
    Administrative Aide II (S03652)

    Administrative Aide II (S03652)

    InsideHigherEd • Germantown, Maryland, United States
    Full-time
    Montgomery College, Germantown Campus, has an immediate need for a full-time Administrative Aide II in the Office of the Dean of Student Affairs. The work schedule is Monday – Friday, 8 : 30 a.This is...Show more
    Last updated: 22 days ago • Promoted
    Springfield, VA

    Springfield, VA

    Chenega Corporation • Springfield, VA, United States
    Full-time
    Springfield, VA Join our Talent Network.Support the EMS program for the National Geospatial-Intelligence Agency (NGA)!.Are you ready to enhance your skills and build your career in a rapidly evolvi...Show more
    Last updated: 9 days ago • Promoted
    Travel Nurse RN - Telemetry - $1,853 per week in Clinton, MD

    Travel Nurse RN - Telemetry - $1,853 per week in Clinton, MD

    TravelNurseSource • Germantown, Maryland, US
    Full-time
    TravelNurseSource is working with PRN Healthcare to find a qualified Telemetry RN in Clinton, Maryland, 20735!.Your adventure starts here with PRN Healthcare!. Take control of your career with a tra...Show more
    Last updated: 30+ days ago • Promoted
    OT- Occupational Therapist, Float Pool - Public Schools in Ashburn, VA

    OT- Occupational Therapist, Float Pool - Public Schools in Ashburn, VA

    Protouch Staffing • Ashburn, VA, United States
    Full-time
    OT- Occupational Therapist, Float Pool - Public Schools in Ashburn, VA - Local or Travel - 8991702.Caring for young and adolescent school age children in a school setting.Elementary, Middle & High ...Show more
    Last updated: 8 days ago • Promoted
    Travel Cath Lab Tech - $2,654 per week in Salisbury, MD

    Travel Cath Lab Tech - $2,654 per week in Salisbury, MD

    Medical Solutions • Germantown, Maryland, US
    Full-time
    A facility in Salisbury, MD is seeking its next amazing Cath Lab Technologist.Read on if this sounds like your perfect fit!. Nurses and allied healthcare professionals are in high demand nationwide,...Show more
    Last updated: 25 days ago • Promoted
    Reinstatement Clerk

    Reinstatement Clerk

    VirtualVocations • Manassas, Virginia, United States
    Full-time
    A company is looking for a Reinstatement Clerk - Remote.Key Responsibilities Determine eligibility for reinstatement and process related transactions Complete and track processes, providing mana...Show more
    Last updated: 1 day ago • Promoted
    Remote Database Administrators - AI Trainer ($75-$100 per hour)

    Remote Database Administrators - AI Trainer ($75-$100 per hour)

    Mercor • Gaithersburg, Maryland, US
    Remote
    Temporary
    Role Overview • • Mercor is collaborating with a leading AI organization to identify experienced Database Administrators for a high-priority training and evaluation project.Freelancers will be tasked...Show more
    Last updated: 5 days ago • Promoted
    Cloud Administrator

    Cloud Administrator

    Leidos Inc • Ashburn, VA, United States
    Full-time
    Department of Homeland Security (DHS), Customs and Border Protection (CBP) Security Operations Center (SOC) is a U.Government program responsible to prevent, identify, contain and eradicate cyber t...Show more
    Last updated: 30+ days ago • Promoted
    Property Administrator Senior

    Property Administrator Senior

    ALTA IT Services • Potomac, MD, US
    Full-time
    If interested please reach out directly to kspicer@altaits.Property Administrator Senior Bethesda, Maryland ONSITE -Monitor the ZEN inventory database for changes and updates -Intake and receive ne...Show more
    Last updated: 30+ days ago • Promoted