Talent.com
Branch Office Administrator
Branch Office AdministratorArizona Staffing • Tucson, AZ, US
Branch Office Administrator

Branch Office Administrator

Arizona Staffing • Tucson, AZ, 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 Branch Office Administrator (BOA) role may be the right opportunity for you if you find yourself looking for a fulfilling career. 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.

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
  • 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 : $21.38

    Hiring Maximum : $22.71

    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 • Tucson, AZ, US

    [internal_linking.related_jobs]
    ObGyn

    ObGyn

    Global Medical Staffing • Tucson, Arizona, US
    [job_card.full_time]
    ObGyn physician job in Arizona : Global Medical Staffing - Interested? There is more to tell.Feel free to request information, or just pick up the phone and give Global Medical Staffing a call.Clin...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Clinic Records Clerk - Tangerine Urgent Care

    Clinic Records Clerk - Tangerine Urgent Care

    Community Health Systems • Tucson, AZ, United States
    [job_card.full_time]
    As a Clinic Records Clerk for Northwest Allied Physicians in Tucson, AZ, you'll join a team and be a part of a culture that's dedicated to providing top quality care to our patients.Our full-time e...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    General Dentist (Kids Dental Office)

    General Dentist (Kids Dental Office)

    Kids Dental Brands • Tucson, AZ, United States
    [job_card.full_time]
    Associate General Dentist - Working with Kids!.Arizona, Texas, Mississippi, and North Carolina Opportunities!.Do you believe that all children deserve equal opportunity to great dental care?.Does t...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Branch Office Administrator

    Branch Office Administrator

    Edward Jones • Tucson, AZ, US
    [job_card.full_time]
    [show_more]
    [last_updated.last_updated_30] • [promoted]
    Linux Systems Administrator

    Linux Systems Administrator

    Arete • Tucson, AZ, US
    [job_card.full_time]
    At Areté, we are on the forefront of utilizing innovative solutions, with great minds from all backgrounds, to help solve the nation's most complex security challenges.We strive for an i...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Loan Officer

    Loan Officer

    Cornerstone Capital Bank • Tucson, AZ, United States
    [job_card.full_time]
    Team Members, Clients, Shareholders, Communities, and the People who provide services to us.We're searching for a Loan Officer who's driven by relationships and results. You're the advisor clients t...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Office Adminstrator

    Office Adminstrator

    Komatsu • Tucson, AZ, United States
    [job_card.full_time]
    Shape the Future of Mining with Komatsu Mining Technology Solutions : .At Komatsu Mining Technology Solutions, we're not just talking about progress and innovation - we're making it happen.Our cuttin...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Med / Tele RN

    Med / Tele RN

    Fusion Medical Staffing • Tucson, AZ, United States
    [job_card.full_time]
    Estimated payments include wages and expense reimbursement, are based on information available to Fusion at time of posting, and could vary depending on factors related to the facility or applicant...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    ObGyn

    ObGyn

    CompHealth • Tucson, Arizona, US
    [job_card.full_time]
    ObGyn physician job in Arizona : Tucson, AZ, is a fantastic place for physicians to practice, offering a strong healthcare network, diverse patient population, and a lower cost of living compared t...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote Administrative Services Managers - AI Trainer ($90-$110 per hour)

    Remote Administrative Services Managers - AI Trainer ($90-$110 per hour)

    Mercor • Tucson, Arizona, US
    [filters.remote]
    [job_card.full_time]
    About the Role • • Mercor is seeking experienced • •Administrative Services Managers • • to support a leading AI lab in advancing research and infrastructure for next-generation machine learning systems...[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 • Oro Valley, Arizona, 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]
    Remote First-Line Supervisors of Office and Administrative Support Workers - AI Trainer ($80-$120 per hour)

    Remote First-Line Supervisors of Office and Administrative Support Workers - AI Trainer ($80-$120 per hour)

    Mercor • Oro Valley, Arizona, US
    [filters.remote]
    [job_card.full_time]
    About the Role • • Mercor is seeking experienced • •First-Line Supervisors of Office and Administrative Support Workers • • to support a leading AI lab in advancing research and infrastructure for next-...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    OR RN

    OR RN

    PRN Healthcare Services • Tucson, AZ, United States
    [job_card.full_time]
    Arizona beckons travelers with its awe-inspiring landscapes and thrilling outdoor activities.From the iconic Grand Canyon, one of the Seven Natural Wonders of the World, to the picturesque red rock...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted]
    Locums OBGYN needed for 24 hour call in AZ

    Locums OBGYN needed for 24 hour call in AZ

    HealthEcareers - Client • Tucson, AZ, USA
    [job_card.full_time]
    All Star Healthcare Solutions is seeking an OBGYN to provide locum coverage in Arizona.All Star Healthcare Solutions benefits. Dedicated, specialty‐specific consultants.Paid and coordinated travel s...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Locums OBGYN needed for 24 hour call in AZ

    Locums OBGYN needed for 24 hour call in AZ

    All Star Healthcare Solutions • Tucson, US
    [job_card.full_time]
    All Star Healthcare Solutions is seeking an OBGYN to provide locum coverage in Arizona.All Star Healthcare Solutions benefits. Dedicated, specialty-specific consultants.Paid and coordinated travel s...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Telemetry RN

    Telemetry RN

    Fusion Medical Staffing • Tucson, AZ, United States
    [job_card.full_time]
    Estimated payments include wages and expense reimbursement, are based on information available to Fusion at time of posting, and could vary depending on factors related to the facility or applicant...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    RN - OR

    RN - OR

    CHS - Northwest Houghton • Tucson, AZ, United States
    [job_card.full_time]
    NTG is committed to matching you to the right position and we pride ourselves on our commitment to our travelers.This includes offering exceptional pay packages along with these great benefits : .Med...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted]
    OB / GYN Contract Assignment in Northeastern AZ

    OB / GYN Contract Assignment in Northeastern AZ

    Medicus Healthcare Solutions • Tucson, US
    [job_card.full_time]
    Medicus has partnered with a facility in northeastern Arizona that has a contract assignment for a skilled OB / GYN to assist their team. During your time off, hike a trail leading to centuries-old ru...[show_more]
    [last_updated.last_updated_30] • [promoted]