Talent.com
Branch Office Administrator
Branch Office AdministratorWisconsin Staffing • Hales Corners, WI, US
Branch Office Administrator

Branch Office Administrator

Wisconsin Staffing • Hales Corners, WI, 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.

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.

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 : $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 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.

    [job_alerts.create_a_job]

    Office Administrator • Hales Corners, WI, US

    [internal_linking.related_jobs]
    Banker

    Banker

    Associated Bank - Corp • Menomonee Falls, WI, United States
    [job_card.full_time]
    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your gr...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Operations Admin

    Operations Admin

    Equiniti • Milwaukee, WI, United States
    [job_card.full_time]
    This is a temporary role lasting up to 6 months may extend or end sooner.Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology.With over 6000 emp...[show_more]
    [last_updated.last_updated_30] • [promoted]
    RN - OR

    RN - OR

    Meda Health, LLC • Menomonee Falls, WI, United States
    [job_card.full_time]
    Froedtert Menomonee Falls Hospital.Meda Health is looking for an OR RN to work a travel assignment in an acute care hospital setting. Must have at least two years of experience, state licensure and ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    RN - OR

    RN - OR

    Froedtert - Community Memorial Hospital • Menomonee Falls, WI, United States
    [job_card.full_time]
    Froedtert - Community Memorial Hospital.GetMed Staffing is searching for a strong OR RN to assist our traveler-friendly client. A minimum of 1-2 years of experience is required.Traveling with GetMed...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Back Office Administrator-Solar

    Back Office Administrator-Solar

    Ingeteam • Milwaukee, Wisconsin, US
    [job_card.full_time]
    [filters_job_card.quick_apply]
    Enters Purchase Orders in internal systems and prepare invoices.Acknowledges and accepts Purchase Orders in Customer Portals. Prepares and sends basic communications with Internal and External Custo...[show_more]
    [last_updated.last_updated_30]
    Remote Database Administrators - AI Trainer ($75-$100 per hour)

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

    Mercor • Wauwatosa, Wisconsin, 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]
    Orthodontic Office Assistant - Business Assistant

    Orthodontic Office Assistant - Business Assistant

    Heartland Dental • Franklin, WI, United States
    [job_card.full_time]
    W Loomis Road, Franklin, WI 53132.Deerwood Orthodontics - Franklin (Loomis).Business Assistant with orthodontic office setting experience. We're seeking an organized, detail-oriented, and friendly p...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Retail Relationship Banker

    Retail Relationship Banker

    BMO Financial • Brookfield, WI, US
    [job_card.part_time]
    Retail Banking Sales & Service.Delivers exceptional service to BMO customers and prospects.Identifies customer needs and provides advice and guidance regarding financial solutions that are in t...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Customs and Border Protection Officer

    Customs and Border Protection Officer

    U.S. Customs and Border Protection • Caledonia, Wisconsin, US
    [job_card.full_time] +1
    Customs and Border Protection Officer (CBPO).A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible.Customs an...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Operating Room RN (Robotics & Orthopedics) - $2,388 per week

    Travel Operating Room RN (Robotics & Orthopedics) - $2,388 per week

    Uniti Med • Pleasant Prairie, WI, United States
    [job_card.full_time]
    Uniti Med is seeking a travel nurse RN OR - Operating Room for a travel nursing job in Pleasant Prairie, Wisconsin.Job Description & Requirements. Cigna medical, MetLife dental and vision insurance ...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    General Dentistry : Mount Pleasant - Wisconsin

    General Dentistry : Mount Pleasant - Wisconsin

    Proxi Dental Staffing • Mount Pleasant, WI, US
    [job_card.full_time]
    At Proxi, we have one focus : Dentistry.Our mission is to become the #1 trusted source for dentists seeking work, and for dental offices seeking top-notch practitioners. Every aspect of our business ...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    RN OR

    RN OR

    Alliance Services, Inc. • Menomonee Falls, WI, United States
    [job_card.full_time]
    The ideal candidate must have at least 2 years of relevant clinical practice setting experience and hold a current American Heart Association BLS and / or ACLS (if required).Minimal submission requir...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    EMT

    EMT

    Unify Health Services LLC • Menomonee Falls, WI, United States
    [job_card.full_time]
    Join Our Team - Make a Difference in Occupational Health.Tuesday to Thursday : 6 : 00 AM - 3 : 30 PM.Medical, dental, and vision coverage. CEU reimbursement to support your professional development.Emplo...[show_more]
    [last_updated.last_updated_30] • [promoted]
    RN - OR

    RN - OR

    AYA-Froedtert Pleasant Prairie Hospital • Pleasant Prairie, WI, United States
    [job_card.full_time]
    AYA-Froedtert Pleasant Prairie Hospital.Registered Nurse - Operating Room (OR).Minimum 2 years of recent OR experience required. Active State or Compact RN License.BLS and ACLS required - must inclu...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    IT Applications Administrator

    IT Applications Administrator

    Uline • Pleasant Prairie, WI, US
    [job_card.full_time]
    Pay from $80,000 to $110,000 per year.Uline Drive, Pleasant Prairie, WI 53158.Help Uline’s enterprise systems work smarter! As an IT Applications Administrator, you’ll support and improve key appli...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Physical Therapist - PRN

    Physical Therapist - PRN

    ATI Physical Therapy • Menomonee Falls, WI, United States
    [job_card.full_time]
    Are you a Physical Therapist looking to thrive in a supportive, balanced environment? Join ATI, a leader in Physical Therapy, where you'll be part of a team redefining MSK care.With a mission to de...[show_more]
    [last_updated.last_updated_1_hour] • [promoted] • [new]
    Branch Office Administrator

    Branch Office Administrator

    Edward Jones • Germantown, WI, US
    [job_card.full_time]
    [show_more]
    [last_updated.last_updated_30] • [promoted]
    HR Generalist

    HR Generalist

    Jobot • Sturtevant, WI, US
    [job_card.permanent]
    Well-established US-based manufacturer in need of an experienced HR Generalist to join the team! Strong benefits, career growth, stability!. This Jobot Job is hosted by : Catherine Reid.Are you a fit...[show_more]
    [last_updated.last_updated_30] • [promoted]