Talent.com
Branch Office Administrator
Branch Office AdministratorOregon Staffing • Bend, OR, US
Branch Office Administrator

Branch Office Administrator

Oregon Staffing • Bend, OR, US
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.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.

The primary role of the branch office administrator 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 branch office administrators are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds.

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.

Our team will be there every step of the way, providing :

  • Comprehensive six-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

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 : $23.85

    Hiring maximum : $25.35

    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.
  • Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over nine 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.

    [job_alerts.create_a_job]

    Office Administrator • Bend, OR, US

    [internal_linking.related_jobs]
    Teller I - Float

    Teller I - Float

    First Interstate Bank • Redmond, OR, US
    [job_card.full_time]
    This position will support our branches in Redmond, Madras, Prineville, and Sisters OR.We know your career is just one aspect of a meaningful, complex, and demanding life.That's why we designed our...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Branch Manager - South Central Market - Bend, OR

    Branch Manager - South Central Market - Bend, OR

    Chase • Bend, OR, US
    [job_card.full_time]
    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right t...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Teller III - Float

    Teller III - Float

    First Interstate • Redmond, OR, United States
    [job_card.full_time]
    If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.This position will support our branches in Redmond, Madras, Prineville, and Sisters OR.We know your...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Bend, OR Area Admin

    Bend, OR Area Admin

    Young Life • Bend, Oregon, USA
    [job_card.part_time]
    If you are currently on Young Life staff pleasedo not apply through this external jobs apply for internal job opportunities log in to Workday and use the. Applying externally may delay your applica...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Branch Manager

    Branch Manager

    Family Resource Home Care • Bend, OR, US
    [job_card.full_time]
    Branch Manager Position at Family Resource Home Care.We are currently hiring a Branch Manager for our Bend, OR office! At Family Resource Home Care, we provide assistive and personal care services ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Office Specialist 2

    Office Specialist 2

    State of Oregon • Bend, OR, US
    [job_card.full_time] +1
    The Oregon Department of Human Services is proud to be an Equal Opportunity Employer.We are guided by our Equity North Star and our vision for a positive RiSE organizational culture that advances e...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Assistant Dental Office Manager

    Assistant Dental Office Manager

    Aspen Dental • Bend, OR, United States
    [job_card.full_time]
    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...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Branch Manager South Central Market Bend, OR

    Branch Manager South Central Market Bend, OR

    JPMorganChase • Bend, Oregon, USA
    [job_card.full_time]
    At Chase we are passionate about creating memorable experiences for our clients and employees making them feel welcomed valued and understood. We build lasting relationships by doing the right thing...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Nurse - RN - ER - Emergency Room - $1958.54 / Week

    Travel Nurse - RN - ER - Emergency Room - $1958.54 / Week

    FlexCare • Redmond, OR, US
    [job_card.full_time]
    FlexCare is seeking an experienced Emergency Room Registered Nurse for an exciting Travel Nursing job in Redmond, OR.Shift : 3x12 hr nights Start Date : 12 / 22 / 2025 Duration : 13 weeks Pay : $1958.Why C...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Travel Nurse - RN - ER - Emergency Room - $2297.8 / Week - Hiring Now

    Travel Nurse - RN - ER - Emergency Room - $2297.8 / Week - Hiring Now

    Cynet Health • Redmond, OR, US
    [job_card.full_time]
    Cynet Health is seeking an experienced Emergency Room Registered Nurse for an exciting Travel Nursing job in Redmond, OR. Shift : 3x12 hr nights Start Date : 12 / 22 / 2025 Duration : 13 weeks Pay : $2297.R...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel CT Tech - $2,183 to $2,420 per week in Redmond, OR

    Travel CT Tech - $2,183 to $2,420 per week in Redmond, OR

    AlliedTravelNetwork • Redmond, OR, US
    [job_card.full_time]
    AlliedTravelNetwork is working with LRS Healthcare to find a qualified CT Tech in Redmond, Oregon, 97756!.Ready to start your next travel adventure? LRS Healthcare offers a full benefits package, 2...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Remote Database Administrators - AI Trainer ($75-$100 per hour)

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

    Mercor • Bend, Oregon, US
    [filters.remote]
    [job_card.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.last_updated_variable_days] • [promoted]
    Travel CT Tech - $2,183 to $2,420 per week in Redmond, OR

    Travel CT Tech - $2,183 to $2,420 per week in Redmond, OR

    AlliedTravelCareers • Redmond, OR, US
    [job_card.full_time]
    AlliedTravelCareers is working with LRS Healthcare to find a qualified CT Tech in Redmond, Oregon, 97756!.Ready to start your next travel adventure? LRS Healthcare offers a full benefits package, 2...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Affordable Housing Compliance Specialist II

    Affordable Housing Compliance Specialist II

    Cascade Management • Bend, OR, US
    [job_card.full_time]
    Schedule : Monday-Friday (8am-5pm).Benefits : Medical, Dental, Vision, Rx, PTO, 11 Paid Holidays, Short- & Long-Term Disability and Life Insurance, Employee Assistance Program.Accident / Cancer Plan, M...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Telemedicine Physician

    Telemedicine Physician

    QuickMD • Redmond, OR, US
    [job_card.full_time]
    QuickMD is a leading telemedicine provider, delivering high-quality virtual care across 44 states.Since our founding in 2019, we have helped more than 100,000 patients access essential medical trea...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Health Service Administrator (Newport, OR)

    Health Service Administrator (Newport, OR)

    International SOS Government Medical Services • Bend, Oregon, USA
    [job_card.full_time] +1
    This project is in the proposal stage; were awaiting to be awarded the contract.International Health and Medical Services is looking for an experienced Health Service Administrator to oversee the d...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Executive Assistant and Board Clerk

    Executive Assistant and Board Clerk

    Bend Metro and Park Recreation District • Bend, Oregon, USA
    [job_card.full_time]
    For a full description of our benefits please click here.The Executive Assistant and Board Clerk leads support services for the district to ensure effective and streamlined administrative operation...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Training Administrator

    Training Administrator

    Sern BioScience • Bend, OR, US
    [job_card.full_time]
    The Quality Assurance team with Sern BioScience is seeking a Training Administrator to support the education and abilities throughout our GMP workforce. This newly created role will be responsible f...[show_more]
    [last_updated.last_updated_30] • [promoted]