Talent.com
Branch Office Administrator - Richmond, KY

Branch Office Administrator - Richmond, KY

Edward JonesRichmond, KY, United States
5 hours 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

    Branch Administrator • Richmond, KY, United States

    Related jobs
    • Promoted
    Administrative Coordinator II / UKHC

    Administrative Coordinator II / UKHC

    InsideHigherEdLexington, Kentucky, United States
    Full-time
    Administrative Coordinator II / UKHC.Click here for more information about equivalencies : : .Required License / Registration / Certification : . Sitting, walking, typing, computer work and on occasion, may li...Show moreLast updated: 18 days ago
    • Promoted
    Administrative Assistant

    Administrative Assistant

    Johnson, Mirmiran & ThompsonLexington, KY, United States
    Full-time
    Johnson, Mirmiran & Thompson is a dynamic, 100% employee-owned consulting firm of more than 2,400 professionals that provides a full range of multi-disciplined engineering, architecture, informatio...Show moreLast updated: 3 days ago
    • Promoted
    Real Estate Agent

    Real Estate Agent

    Weichert, RealtorsMount Vernon, Kentucky, US
    Full-time
    Job Description Are you a driven, customer-focused individual looking to build a successful career in real estate? Our local Weichert® franchised company is seeking enthusiastic Real Estate Agents ...Show moreLast updated: 30+ days ago
    • Promoted
    Work From Home

    Work From Home

    Remote JobsRenfro Valley, KY
    Remote
    Full-time
    Remote Jobs are now available in your area.This position is a work from home position.You will not need to come into the office. Benefits : Health Insurance, 401K, Vacation& PTO.Apply now! Work f...Show moreLast updated: 19 days ago
    • Promoted
    Travel Home Health Registered Nurse

    Travel Home Health Registered Nurse

    Host HealthcareMount Sterling, KY, US
    Full-time
    Host Healthcare is seeking a travel nurse RN Home Health for a travel nursing job in Mount Sterling, Kentucky.Job Description & Requirements. Pay package is based on 9 hour shifts and 40 hours p...Show moreLast updated: 30+ days ago
    • Promoted
    Orthopedic Surgeon- Richmond, KY- Recruiting Incentives up to $200,000

    Orthopedic Surgeon- Richmond, KY- Recruiting Incentives up to $200,000

    HealthEcareers - ClientRichmond, KY, USA
    Full-time
    Orthopedic Surgeon- Richmond, KY- Recruiting Incentives up to $200,000.Baptist Health Medical Group is seeking BC / BE Orthopedic Surgeons to join BHMG Orthopedics located in Corbin and Richmond, KY....Show moreLast updated: 30+ days ago
    • Promoted
    Travel Nurse RN - Home Health - $2,312 per week

    Travel Nurse RN - Home Health - $2,312 per week

    Ardor Health SolutionsRichmond, KY, United States
    Full-time
    Ardor Health Solutions is seeking a travel nurse RN Home Health for a travel nursing job in Richmond, Kentucky.Job Description & Requirements. Access to 24 / 7 telephone support during your contract a...Show moreLast updated: 30+ days ago
    • Promoted
    Locum Physician (MD / DO) - Emergency Medicine in Mount Vernon, KY

    Locum Physician (MD / DO) - Emergency Medicine in Mount Vernon, KY

    LocumJobsOnlineMount Vernon, KY, US
    Full-time
    LocumJobsOnline is working with LocumTenens.Emergency Medicine MD in Mount Vernon, Kentucky, 40456!.Job Reference Id : ORD-197053-MD-KY. Dates Needed : November - ongoing.Shift Type : Day Shift; Nig...Show moreLast updated: 30+ days ago
    • Promoted
    MRI Tech - Make $2,710 a Week in Lexington, KY

    MRI Tech - Make $2,710 a Week in Lexington, KY

    ATC West HealthcareLexington, KY, United States
    Full-time
    MRI Tech assignment in Lexington, KY USA.Certifications : BLS, CA license.Shift : Day 4x10-Hour (40hrs / week).The qualified candidate will be required to submit the following documents by email.Curren...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Office Administrator

    Office Administrator

    KY StaffingNicholasville, KY, US
    Full-time
    Marine Solutions is a specialized marine engineering and construction firm serving clients in the government (federal, state, local), transportation, energy, industrial, water, and commercial marke...Show moreLast updated: 8 hours ago
    • Promoted
    Administrative Services Assistant

    Administrative Services Assistant

    InsideHigherEdLexington, Kentucky, United States
    Full-time
    Administrative Services Assistant.Click here for more information about equivalencies : : .Required License / Registration / Certification : . Sitting for longer periods of time, repetitive motion related to...Show moreLast updated: 30+ days ago
    • Promoted
    MRI Tech - Make $2,710 a Week in Lexington, KY

    MRI Tech - Make $2,710 a Week in Lexington, KY

    ATC West Healthcare ServicesLexington, KY, US
    Full-time
    MRI Tech assignment in Lexington, KY USA.Certifications : BLS, CA license.Shift : Day 4x10-Hour (40hrs / week).The qualified candidate will be required to submit the following documents by email.Curren...Show moreLast updated: 30+ days ago
    • Promoted
    Administrative Assistant

    Administrative Assistant

    InsideHigherEdMidway, Kentucky, United States
    Full-time
    Midway University - Midway, KY.Administrative Assistant - Admissions Department.Midway University is seeking a detail-oriented, customer-focused Administrative Assistant. This position provides crit...Show moreLast updated: 30+ days ago
    • Promoted
    Business Services Coordinator Admin

    Business Services Coordinator Admin

    Amicis GlobalLexington, Kentucky, USA
    Full-time
    Business Services Coordinator / Admin.Kindly share your most updated resume.As a Business Services Coordinator you will perform clerical duties in accordance with the procedures of a department.Ha...Show moreLast updated: 1 day ago
    • Promoted
    • New!
    Branch Office Administrator

    Branch Office Administrator

    Edward JonesRichmond, KY, United States
    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 moreLast updated: 7 hours ago
    • Promoted
    Therapist

    Therapist

    Volunteers of America Mid-StatesMcKee, KY, US
    Full-time
    Volunteers of America Mid-States (VOA) is a non-profit organization spanning four states that creates positive change in the lives of individuals and communities through a ministry of service.We pr...Show moreLast updated: 2 days ago
    • Promoted
    Work from Home

    Work from Home

    HomeJobFinderClay City, KY
    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
    • Promoted
    RN - Telemetry in Lexington, Kentucky - $1,865 / week

    RN - Telemetry in Lexington, Kentucky - $1,865 / week

    VettedLexington, KY, United States
    Full-time
    Vetted is seeking a RN - Telemetry for a travel job in Lexington, Kentucky.The job was posted about 14 hours ago.The assignment starts on Dec 15 and is 13 weeks long with 13 hour shifts 3 days a we...Show moreLast updated: 3 days ago