Branch Office Administrator - Issaquah, WA
Full-time
Edward Jones HQ
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:
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?
Role Requirements
Salary Information
You can also expect...
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
- 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.
- 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.
Vacancy posted 11 hours ago
Similar jobs that could be interesting for youBased on the Branch Office Administrator - Issaquah, WA in Issaquah, WA vacancy
$18.25 per hour
...vary depending on your location. Compensation for U.S. locations is based on a cost of labor index for that geographic area. Issaquah, WA Salary Range: USD $18.25hr The salary range above reflects what we’d reasonably expect to pay candidates. A candidate’s...SuggestedFull timeNight shiftWeekend work$75k
...Dental Office Administrator Redmond WA (15 miles E of Seattle) up to $75k annually | Great Benefits | No Weekends We are an established dental practice, and we are seeking an experienced Dental Office Administrator to join our team full time in Redmond WA. We’re...SuggestedFull timeWork at officeImmediate startHealthcare Recruitment Counselors
Redmond, WA11 hours ago$22 per hour
...representatives for our car wash location at 22121 SE 56th St in Issaquah. We will have full and part-time positions available. The... ...skills in customer service, safety, mechanics, management, and administration as our company continues to expand as the Number One car wash...SuggestedFull timePart timeCar Wash Enterprises
Issaquah, WA5 days ago$25.73 - $39.36 per hour
...Everett, Centralia, Cherry Hill (Seattle), First Hill (Seattle), Issaquah and Olympia); emergency rooms and specialty centers in Redmond (... ...Career Track: Admin Support Department: 3908 PRIMARY CARE WA KLAHANIE Address: WA Issaquah 4560 Klahanie Dr SE Work Location...SuggestedMinimum wageFull timeLocal areaShift workProvidence Service
Issaquah, WA3 days ago$30 - $34 per hour
...Executive Administrative Assistant Our client, a leading technology organization based in Redmond, WA, is seeking a highly skilled and motivated Executive Administrative Assistant to join their dynamic team. As an integral part of the executive support structure, you...SuggestedWeekly payContract workTemporary workFlexible hoursExperis
Redmond, WA1 day ago$36.06 - $38.46 per hour
...Executive Assistant Bellevue, WA About American Capital Group Founded in... ...requires physical presence at our corporate office during office hours. ~ Compensation... ...preferred. ~2 – 4 years in executive/administrative support required, highly preferred if experience...For subcontractorWork at officeMonday to FridayAmerican Capital Group
Bellevue, WA2 days ago- ...Position: - Executive Administrative Assistant 3 Location: - Redmond, WA Position ID: 148475-1 Duration: - 12+ Months Typical Day in the Role The Security Resilience & Customer Security team is looking for an...Remote workFlexible hours
HonorVet Technologies
Redmond, WA2 days ago - ...Title: Executive Administrative Assistant 5 Location: Redmond, WA 98052 Duration: 06+ months Summary: The main function of an Executive Administrative... ...as information and communication managers for an office. Job Responsibilities: • Supervise...Work at office
HonorVet Technologies
Redmond, WA4 days ago $30 - $32 per hour
...Assistant for a large tech company in Redmond, WA! Job Description This role provides high-level administrative support to teams across multiple lab sites in Redmond... ..., coordinates logistics for deliveries and office operations, and supports project-related activities...Contract workTemporary workFor contractorsWork at officeLocal area3 days per weekAston Carter
Redmond, WA4 days ago$22 - $24 per hour
...Executive Administrative Assistant Redmond, WA You will provide high-level administrative and operational support to senior leaders within a global... ..., and maintain accurate records. Order office supplies and support other general administrative and operational...Work at officeFlexible hours1 day per weekBlueprint Consulting Services
Redmond, WA16 hours ago$35 - $40 per hour
...Job Title: Executive Administrative Assistant (Level 3) Location: Puget Sound, WA (Building 34, Office 4686) Schedule: Monday-Friday, 40 hours/week (some overtime possible) Duration: 7 months (Extension is anticipated through full 18month assignment...Work at officeMonday to FridayExperis/Manpower Group
Redmond, WA3 days ago- ...Executive Administrative Assistant 3 Our client, a leading organization in the technology industry... ...the organization. Location: Redmond, WA What's the Job? Manage complex... ...~ Proficiency in Microsoft Office products ~ Strong written and verbal communication...Weekly payTemporary workWork at officeFlexible hoursShift work
Experis
Redmond, WA2 days ago - ...Job Title: Executive Administrative Assistant 2 Duration: 12+ Months Location: Redmond, WA 98052 Hybrid Role(W2 Only) Job Description: Typical Day in the Role Key projects: This role will contribute to calendar support for 2 partner...Temporary workImmediate start
HonorVet Technologies
Redmond, WA2 days ago $25 per hour
...Executive Assistant role provides high-level administrative support to the Vice President of... ...meetings. Strong proficiency with Microsoft Office, including Word, Excel, PowerPoint, and... ...Contract position based out of Bellevue, WA. Pay and Benefits The pay range for this...Contract workTemporary workWork at officeShift workAston Carter
Bellevue, WA4 days ago$90k - $140k
...WAGI WAGI is seeking a Full‑Time Office Manager to join our Bellevue and Issaquah Clinics. The Office Manager is responsible for the management and administrative operation of the Clinic in which patient... ...exceeds the required mandatory WA State and other local ordinances....Full timeWork at officeLocal areaImmediate startWashgi
Bellevue, WA1 day ago$18 - $19.5 per hour
...Critical Illness and Accident plans ~ Legal Service ~ Sick Leave ID 2026-43500 Category Retail/Stores Location US-WA-Bellevue Street Address 14733 NE 8th Street We support diversity with a respectful, inclusive culture as an equal opportunity...Hourly payFull timeTemporary workPart timeLocal areaFlexible hoursWeekend workThe Vitamin Shoppe
Bellevue, WA3 days ago$29.68 - $41.08 per hour
...Coordinates coverage issues with the Physician Offices and the POS team members, is accountable... ...Hill (Seattle), First Hill (Seattle), Issaquah and Olympia); emergency rooms and... ...SFH PATIENT REGISTRATION Address: WA Seattle 747 Broadway Work Location:...Minimum wagePart timeLocal areaFlexible hoursShift workAfternoon shiftProvidence Service
Bellevue, WA2 days ago$22.22 - $33.33 per hour
...Representative to join our Primary Care in Issaquah. In this role, you will provide customer and front office services to patients. You will coordinate communications... ...or GED required. Minimum 1 year of administrative experience in a medical facility preferred....Hourly payWork at officeLocal areaImmediate startShift workWeekend workOverlake Medical Center
Issaquah, WA4 days ago$25 - $28 per hour
...service location at 6150 East Lake Sammamish Parkway Southeast in Issaquah (near Fred Meyer). The pay for this position will include an... ...of Homeland Security (DHS) and the Social Security Administration (SSA) to verify newly hired employees' identity and employment...Hourly payFull timeImmediate startFlexible hoursShift workIvar's Full-Service
Issaquah, WA5 days ago- Nscale is seeking an Executive Assistant to support multiple senior leaders in a dynamic, fast-paced environment in Bellevue, WA. You will manage calendars, coordinate communications, and help drive strategic initiatives while ensuring operational smoothness across time...
$40.53 - $60.79 per hour
...Executive Assistant Full Time Bellevue, WA - Lab, Bellevue, WA, US 5 days ago Requisition... .... Responsibilities Provide high level administrative support to the Founder and CEO Keep... .../replies on behalf of the executive's office Coordinate complex domestic and...Hourly payFull timeWork at office- Location: Bellevue, WA (Hybrid — in-office required; early morning hours needed to support overlap with India and Europe-based teams) Your mission We're looking for a Senior Executive Assistant who operates as a true business partner — not just to the executives they...Work at officeEarly shift
- ...professionalism at all times. Procure hardware/equipment, software, office supplies and reference materials for team members and new hires.... .... In Office Requirement: This position is based in Redmond, WA with a requirement to be in the office. #J-18808-Ljbffr ResourcefulWork at office
$28 - $33 per hour
W2 Contract - Bellevue, WA - ONSITE - $28-33/hr Top Skills Operational excellence... ...Communication & Discretion Proactive Provide administrative, clerical support and personal... ...Handles various works such as managing office supplies, organizing department events,...Contract workWork at officeLocal area$21 - $27.67 per hour
...- from new hires to senior executives. We develop around 90% of our training internally, and partner with a variety of renowned providers to supplement our offerings. Savers is an E-Verify employer Location: 5530 E Lake Sammamish Parkway SE, Issaquah, WA 98029...Full timePart timeLocal areaFlexible hoursSavers | Value Village
Issaquah, WA5 days ago- ...Academy school at our new location in Issaquah, WA. The School Receptionist is the first contact... ...list Makes deliveries to US Post Office, FedEx and/or UPS if needed. Creates... ...diploma required BA/BS preferred Administrative and/or customer facing experience...Full timeTemporary workSummer workMonday to FridayFlexible hours
$22 per hour
...Administrative Assistant Our client, a leading organization in the technology industry, is... ...Length: 6-18 months Location: Redmond, WA Pay Range: $22 What's the Job?... ...paced environment Proficiency with basic office software and tools What's in it for...Weekly payContract workTemporary workWork at officeFlexible hoursExperis
Redmond, WA1 day ago- UiPath is seeking a Senior Executive Assistant based in Bellevue, WA to partner closely with three senior leaders, including CHRO,... ...VP of Pricing and Product Strategy. This hybrid role requires in-office presence to support global teams across time zones. The ideal candidate...Work at office
$26 per hour
...Office Administrator Fish Window Cleaning is Hiring! We are currently seeking a highly detailed and organized individual to join as an Office... ...attention to detail Position is in office in Bellevue, WA. Compensation: $26.00 per hour Fish Window Cleaning has grown...Hourly payPart timeWork at officeWeekend workDay shift3 days per weekWeekday workFish Window Cleaning
Bellevue, WA3 days ago$21 per hour
...Office Admin Personnel We have an opening for a full time Office Admin Personnel position... ...: SAP - 601 108th Avenue NE, Bellevue, WA 98004. Note: online applications... ...Job Summary Provides comprehensive administrative support by executing daily clerical duties...Hourly payFull timePart timeWork at officeLocal areaRemote workMonday to FridayFlexible hoursDay shiftCompass Group
Bellevue, WA3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Branch Office Administrator - Issaquah, WA. Be the first to apply!
Related searches