Branch Office Administrator - Sheridan, WY

Full-time

Edward Jones HQ

{"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.

", "salary_raw": "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."}

Apply

Vacancy posted 12 hours ago

Similar jobs that could be interesting for youBased on the Branch Office Administrator - Sheridan, WY in Sheridan, WY vacancy

Administrative Coordinator
$19 per hour
Community Support Sheridan, WY 82801, USA Description Wage: $19.00/hr. Provides administrative assistance and support for Easterseals Wyoming. Responsiblefor ensuringaccurate... ...job. Applicant must pass a background check, Office of Inspector General (OIG) Check Experience...
Suggested
Work at office
Flexible hours
Easterseals-Goodwill Northern Rocky Moun
Sheridan, WY
1 day ago
Teller
...full time and part time candidates and is an in-person role in Sheridan, WY. Benefits may be tied to full time status. Major Duties and... ...limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Assist customers with transactional...
Suggested
Hourly pay
Full time
Part time
Work at office
First Federal Bank & Trust
Sheridan, WY
19 days ago
Administrative Coordinator
...At Sheridan Memorial Hospital, we proudly rank in the top 13.6% of U.S. hospitals, recognized... ...this position is responsible for the office's daily activities and projects, and... ...organized office files and support administrative systems. Assist with general office...
Suggested
Work experience placement
Work at office
Sheridan Memorial Hospital
Sheridan, WY
5 days ago
Business Office Manager
...At Sheridan Memorial Hospital, we proudly rank in the top 13.6% of U.S. hospitals, recognized by the... ...! JOB SUMMARY The Business Office Manager is responsible for overseeing the financial and administrative operations of the nursing home to ensure accuracy...
Suggested
Work at office
Sheridan Memorial Hospital
Sheridan, WY
4 days ago
Administrative Assistant
...ABOUT SHERIDAN MEMORIAL HOSPITAL # At Sheridan Memorial Hospital, we proudly rank in the top 13.6% of U.S. hospitals, recognized by the... ...JOB SUMMARY The person in this position is responsible for the office#s daily activities and projects, making appointments for patients...
Suggested
Work at office
Sheridan Memorial Hospital
Sheridan, WY
3 days ago
Customer Service Associate I
...NV, NH, NM, ND, OK, OR, SC, SD, TN, TX, UT, VT VA, WV, WI, and WY, minors are also eligible to be considered for employment in certain... ...at any time, with or without cause or notice. Part time 400 Broadway St,Sheridan,Wyoming 82801 27307 Family Dollar...
Contract work
Part time
Local area
Family Dollar
Sheridan, WY
5 days ago
Social Service Worker
$29.76 - $33.06 per hour
Salary: $29.76 - $33.06 Hourly Location : Sheridan, WY Job Type: Permanent Full-time Job Number: 2026-01792 Department: Department Of... ...in social work, sociology, psychology, criminal justice, or administration of justice. Preference may be given to applicants with the ability...
Hourly pay
Permanent employment
Full time
Temporary work
Work experience placement
Work at office
Night shift
Afternoon shift
State of Wyoming
Sheridan, WY
5 days ago
Patient Account Representative
...Sheridan Memorial HospitalAt Sheridan Memorial Hospital, we are proud to be ranked in the top 13.6% of hospitals rated by the Centers... ...computing patient insurance benefits. Works closely with the Admitting Office, Medical Records and insurance companies. Participates in...
Work at office
Flexible hours
Sheridan Memorial Hospital
Sheridan, WY
4 days ago
Front Office Coordinator
...State of Wyoming is seeking an Administrative Assistant II to perform front-line and internal office duties, ensuring efficient information flow and quality assurance for residents' clinical files. You will support administrative projects and produce monthly stats and...
State of Wyoming
Sheridan, WY
1 hour ago
Member Services Associate
$13.2 per hour
...Do you love helping people and creating a welcoming environment? Join our team and become the friendly face that helps make the Sheridan County YMCA a place where everyone belongs! As a Member Service Associate, you'll be the first person our members and guests see...
Sheridan County YMCA
Sheridan, WY
1 day ago
Patient Access Registrar
...Service excellence and a culture of kindness are priorities for Sheridan Memorial Hospital. The Patient Access Registrar is responsible... ...and guests with change. Communicates with referring providers office, clinical department(s) and/or appropriate personnel to...
Work at office
Sheridan Memorial Hospital
Sheridan, WY
4 days ago
Appointment Setter
...Full-Time Appointment Setter (Female)Sheridan, Wyoming, United States Job Openings Full-Time Appointment Setter (Female)About the RoleWe are looking for a dedicated and results-driven Appointment Setter to join our team. In this role, you will be responsible for reaching...
Full time
Flexible hours
Gentask Virtual Assistance Services
Sheridan, WY
18 hours ago
Full-Time Appointment Setter (Female)
...Full-Time Appointment Setter (Female)Sheridan, Wyoming, United States Job Openings Full-Time Appointment Setter (Female)About the RoleWe are looking for a dedicated and results-driven Appointment Setter to join our team. In this role, you will be responsible for reaching...
Full time
Flexible hours
Gentask Virtual Assistance Services
Sheridan, WY
19 hours ago
Administrative Assistant - Commercial Insurance
...Service Associate I The Policy Service Associate I will provide administrative and clerical support to department members. Works directly... ...Work And Education Experience Requirements: ~2+ years' office experience ~ High school diploma or equivalency; some college...
Work at office
Squaremouth
Sheridan, WY
4 days ago
Mail Handler - No Experience Required
$23.47 - $38.62 per hour
...and promptly Clerical Work : Support USPS operations with administrative tasks Service Support : Assist customers with services like... ...help you succeed A job finder tool to locate USPS roles within WY or within a 25-mile radius of your location Personalized...
Hourly pay
Flexible hours
Postal Jobs Resource
Sheridan, WY
more than 2 months ago
Mail Processor - No Experience Required
$23.47 - $38.62 per hour
...detailed answer explanations A webinar covering interview tips to help you succeed A job finder tool to locate USPS roles within WY or within a 25-mile radius Personalized support via email and chat Apply for USPS Jobs in WY with Confidence Do not wait to...
Hourly pay
Postal Jobs Resource
Sheridan, WY
more than 2 months ago
Golf Services Attendant
$13.5 per hour
Golf Services AttendantPowder Horn is excited to announce the exceptional career opportunity of Golf Services Attendant. Qualified candidates will thrive in a hospitality environment and be highly focused on providing superior service for our guests. Pay: $13.50 per hour...
Hourly pay
Troon Golf
Sheridan, WY
2 days ago
retail data collector
...and streamlining trade practices. In business for more than 100 years, CROSSMARK employs more than 20,000 associates worldwide in offices in the U.S., Canada, Mexico, Australia and New Zealand. Headquartered in Plano, Texas, CROSSMARK is a privately owned corporation....
Casual work
Worldwide
Monday to Friday
CROSSMARK
Sheridan, WY
3 days ago
retail data collector
...and streamlining trade practices. In business for more than 100 years, CROSSMARK employs more than 20,000 associates worldwide in offices in the U.S., Canada, Mexico, Australia and New Zealand. Headquartered in Plano, Texas, CROSSMARK is a privately owned corporation.Equal...
Casual work
Worldwide
Monday to Friday
CROSSMARK
Sheridan, WY
19 hours ago
Teller
...check cashing policies Maintain knowledge of teller limits, branch limits, and procedures for overrides and approvals; understand... ...not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Additional Responsibilities:...
Hourly pay
Full time
Temporary work
Part time
Work at office
Local area
Visa sponsorship
Work visa
Monday to Friday
Glacier Bancorp
Sheridan, WY
5 days ago
Mail Carrier - Rural Assistant - No Experience Required
$23.47 - $38.62 per hour
...outgoing mail accurately and efficiently Clerical Work : Perform administrative support tasks to aid daily USPS operations Service Support... ...you succeed A job finder tool to locate USPS roles within WY or within a 25-mile radius Personalized support via email...
Hourly pay
Weekend work
Postal Jobs Resource
Sheridan, WY
more than 2 months ago
Operations Admin I
$17.63 - $27.34 per hour
...Responsible for performing the clerical and administrative functions for any or all hub and station operational areas, including linehaul,... ..., copier, and fax Software skills, including use of Microsoft Office software and web-based applications Customer service skills necessary...
For contractors
Work at office
Federal Express Corporation
Sheridan, WY
3 days ago
Clerk/Sorter
...confidentiality as needed and required for the operation of the total program.Will perform other duties as assigned by the supervisor, administrator or his designee.Education and Work Experience: Must be a high school graduate or equivalent. Must have some working experience...
Part time
Work experience placement
Immediate start
Salvation Army Western Territory
Sheridan, WY
18 hours ago
Teller
...and check cashing policies Maintain knowledge of teller limits, branch limits, and procedures for overrides and approvals; understand... ...not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Additional Responsibilities: Adhere...
Work at office
Monday to Friday
FirstBank
Sheridan, WY
3 days ago
Remote Freight Dispatcher - Entry-Level IC with Growth
$1,200 - $2,500 per month
A logistics company is seeking an Entry-Level Freight Dispatcher to support owner-operators with dispatch operations. This independent contractor role involves coordinating freight, communicating with drivers, and maintaining dispatch records. Strong communication and organizational...
For contractors
Remote work
American Logistics Authority
Sheridan, WY
3 days ago
Customer Service Representative
$13 - $16 per hour
Ace Hardware Cashiers and Customer Service Associates assist customers with purchases, operate the register, help customers locate tools and hardware items, answer basic home improvement questions, restock shelves, organize merchandise, and help maintain store cleanliness...
Hourly pay
Full time
Flexible hours
Ace Hardware
Sheridan, WY
1 day ago
Customer Service Representative
Customer Service Representative Gather round the good stuff with a career at Pizza Hut; because this is a place where great people are in great company. We have fun, and we offer personal challenges and growth. At Pizza Hut, we're always looking for fun and friendly...
Full time
Part time
Second job
Immediate start
Flexible hours
Weekend work
Afternoon shift
Pizza Hut
Sheridan, WY
4 days ago
Customer Service Rep - Remote Paid Research Panelist
$790 per week
Searching for a customer service job? Before you apply — this pays you to share your opinion, not answer phones. No customer service experience needed. Focus Group Panel is real market research — actual companies paying for honest feedback on their products and services...
Full time
Part time
Remote work
Focus Group Panel
Sheridan, WY
4 days ago
Remote Freight Dispatcher - Entry Level with Growth Path
$1,200 - $2,500 per week
A logistics support company is seeking an Entry-Level Freight Dispatcher to assist owner-operators with daily dispatch operations remotely. This independent contractor role offers estimated weekly earnings between $1,200 and $2,500, depending on volume and performance. ...
For contractors
Remote work
American Logistics Authority
Sheridan, WY
3 days ago
Entry-Level Freight Dispatcher - $1,200-$2,500 Weekly
$1,200 - $2,500 per week
Entry-Level Freight Dispatcher - $1,200-$2,500 Weekly We are seeking reliable and organized individuals for an Entry-Level Freight Dispatcher opportunity. This is an independent contractor role supporting owner-operators with daily dispatch operations. Estimated...
For contractors
Remote work
American Logistics Authority
Sheridan, WY
3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Branch Office Administrator - Sheridan, WY. Be the first to apply!