Client-Focused Branch Office Administrator
Edward Jones
Edward Jones in Santa Rosa, California, is seeking a Branch Office Administrator (BOA) to manage administrative support for financial advisors. This role involves delivering exceptional personalized service and supporting client accounts effectively. New associates will undergo comprehensive 6-month training and receive a competitive salary accompanied by various benefits, including health insurance and a 401(k) plan. The BOA position is an excellent career opportunity in a supportive firm environment. #J-18808-Ljbffr
- ...people come first. With over 9 million clients and 20,000 financial advisors across... ...proud to be privately-owned, placing the focus on our clients rather than shareholder... ...for a fulfilling career , the Branch Office Administrator (BOA) role may be the right opportunity...SuggestedFull timeTemporary workWork at officeHome officeFlexible hours
$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management... ...of high-net-worth individuals and family offices. The firm's employees share a solid work... ...perspective on new initiatives Detail focused with excellent organization skills and...SuggestedWork at office$25 - $32 per hour
...each other succeed, and we do right by our clients so they can do right by theirs. First... ...Specialist! This is a full time, in office position in our Santa Rosa, CA office.... ...skills, with a professional and service-focused approach. Ability to work efficiently...SuggestedFull timeSummer workWork at office$28 - $36 per hour
...About the job Office Administration Work - Support Assistant Office Administration Work... ...Provide structured feedback to support client projects Participate in guided client... ...a suitable home environment for focused computer-based work Comfort completing...SuggestedHourly payFull timePart timeWork at officeRemote workWork from home$70k - $75k
Position Summary Focus Partners Wealth is seeking a Client Service Specialist to join our team! The Client Service Specialist demonstrates a passion to... ...hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the...SuggestedFull timeWork at officeLocal areaRemote work2 days per week$24 per hour
...multiple locations. This role is ideal for someone who thrives in a fast-paced environment and enjoys operations, team development, and client experience. Key Responsibilities Operations & Front Bar Lead daily Front Bar operations and provide shift coverage for call-outs...Full timeShift workWeekend workAfternoon shift$20 - $23 per hour
...Provide administrative support to the CEO and COO by conducting research, preparing reports, handling... ...communication skills. Proficient in MS Office products (Outlook, Word, and Excel) and... ...perception, and the ability to adjust focus. Working Conditions The noise level in...Hourly payPart timeFlexible hoursAfternoon shift$75k - $110k
...A leading financial services firm is seeking a Registered Client Service Associate to provide exceptional client support and assist Financial Advisors. The ideal candidate will have a High School Diploma, potentially a college degree, and strong skills in interpersonal...$21 - $25 per hour
...vision, peripheral vision, depth perception and ability to adjust focus. Manual dexterity required using hands to finger; handle,... ...Sedentary: Limited activity, no lifting, limited walking[ ] Light: Office work, some lifting, bending, stooping or kneeling, walking[X]...Hourly payPart timeWork at officeLocal areaFlexible hoursShift workNight shift$750 per week
...participants from all backgrounds, including anyone looking for administrative assistant roles, to take part in upcoming market research... ...interests and schedule Research types include online or in-person focus groups, virtual interviews, product testing, and other...Part timeCasual workRemote workFlexible hours$38 - $43 per hour
...Office Manager / Executive Assistant You are a highly organized, resourceful professional... ...interacting with employees, vendors, clients, and business partners. Location: Santa... ...on site) What You Will Be Doing Provide administrative support to the CEO and CTO. Enter and process...Full timeTemporary workPart timeWork at office$80k - $95k
...better aging experience for our clients, their families, and our Care... ...frameworks, Microsoft Office, Salesforce or similar) ~ Operational... ...a background in Healthcare Administration, Social Work, Gerontology, or... ...this role: Relentlessly Focus on Clients: Client Care...Work at officeLocal areaAfternoon shift- ...we have an enthusiasm for helping our clients, taking care of our employees, building... .... This will be done with a consistent focus on relationship management, not... ...~4,000 advisors who work out of 3,500 branches and 21 offices. We work directly with clients every...
- ...appropriate products and services to clients and prospects. Contributes to... ...and procedures. Follow branch security procedures in opening... ...employee generally works in an office environment but may occasionally... ...vision, and ability to adjust focus. Mental Demands Accurately...Work at office
$85.7k - $112.46k
...SUMMARY The Executive Administrative Assistant serves as a trusted operational partner to the CEO and eight-member Executive Leadership Team... ...Knowledge/Abilities/Skills Advanced proficiency in Microsoft Office Suite (Teams, Excel, PowerPoint, Outlook) and virtual meeting...Work at officeLocal areaRemote workMonday to FridayShift work$28.69 - $34.23 per hour
...ability to type 35 words per minute Proficiency with Microsoft Office applications including Outlook, Word, Excel and PowerPoint... ...health issues with patients. Communicates respectfully with clients and effectively in team. Ability to uphold patient confidentiality...Hourly payInterim roleWork at officeFlexible hours$70k - $95k
...global community. The Executive Assistant provides high-level administrative and operational support to the Director of Teaching & Learning... ...skills. Proficiency with Google Workspace and/or Microsoft Office Suite; experience with databases (e.g., Blackbaud, Raiser's...Hourly payFull timeWork at officeLocal areaFlexible hours$100k
...Dental Office Manager Location: Central Sonoma County (Santa Rosa, CA) Employment... ...join us on our journey. We are a patient-focused practice with a positive culture, and we... ...optimization, patient flow, and administrative tasks. Financial & Insurance Management...Full timeWork at officeMonday to Friday- ...Dental Office Manager Opportunity Join a family not a team. A-Team Dental Staffing has partnered with an established private dental... ...practice succeed. The ideal candidate is organized, solutions-focused, and committed to providing exceptional care while fostering a...Full timePrivate practiceWork at office
$25 - $27 per hour
..., community-based, and trauma-informed approach. Our Client and Family Support (CFS) Program focuses on empowering families and caregivers of Full Service... ...the community, at FSP sites, and at the PHG Santa Rosa Office. Act as an empathetic guide and non-clinical...Work at officeLocal areaMonday to Friday$16.9 - $21.28 per hour
...appropriate products and services to clients and prospects. Contributes... ...and procedures. Follow branch security procedures in opening... ...generally works in an office environment but may occasionally... ...vision, and ability to adjust focus. MENTAL DEMANDS: Accurately...Part timeWork experience placementWork at office$22 - $24 per hour
Key Holder Position This position is located at 2410 Sonoma Ave, Santa Rosa, California, 95405 United States Role Summary A Key Holder contributes to creating a customer-centric environment by supporting the store leadership team in service, selling, and daily...Flexible hoursNight shift- ...POSITION: Under the direction of the Property Manager, the Administrative Assistant is responsible for assisting with the overall... ...and exercise good judgment when interacting with residents, clients and staff. Responsibilities Basic administrative duties...Local areaFlexible hours
- ...dental center daily Ensure patients are comfortable while in the office Answer patients' routine questions; provide information... ...Care, LLC is America's largest dental support organization (DSO) focused on tooth replacement services, serving more than 400 dental...Work at officeFlexible hours
$20.98 - $27.27 per hour
...Wendy's and Planet Fitness. Our primary mission is to be the premier operator within each of these brands. We will achieve this by focusing on our core values; Care Genuinely for People, Play like a Champion, and Win as One. Position Description As an Applebee's...Hourly payLocal areaImmediate startShift work$26 per hour
...loyalty. We’re building a consumer-centric organization that is focused on sharing the transformational potential of cannabis with the... ...~ Strong computer skills including proficiency in Microsoft Office Physical Demands: The physical demands described here...Full timeCasual workWork at officeLocal areaWorldwideNight shiftWeekend work$22 - $26.4 per hour
...goods! In partnership with your Store Manager, you'll develop your team of loyal associates that are high-performing and customer-focused. What You'll Need At least 1-2 years of retail store management experience. If you love music and pop culture, you're in...Full time- ...food service, retail, or hospitality Strong communication and leadership skills Ability to train, motivate, and lead a team Focus on guest service and satisfaction Problem-solving skills and a results-driven mindset Must be at least 18 years of age...Weekly payFlexible hoursShift workDay shiftAfternoon shift
$22.87 - $26.87 per hour
...tasks and duties assigned by and in the absence of the Store Manager • Recruit, develop, and retain a high-performance, customer-focused team that aligns with our company values through training, recognition, and performance management • Utilize all company tools and...Hourly payFull timePart timeFlexible hoursNight shift- ...team to provide amazing experiences for our members and guests. We are committed to taking care of you just as you take care of our clients! Key Responsibilities: Lead and inspire a high-achieving team. Foster a strong workplace culture aligned with our...Full timeMonday to FridayFlexible hoursWeekend workDay shift
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