Branch Office Administrator - Crestview Hills, KY
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 1 day ago
Similar jobs that could be interesting for youBased on the Branch Office Administrator - Crestview Hills, KY in Remote vacancy
- ...provider of senior living, is seeking a Business Office Manager to join its rapidly growing team at Seven Hills Square. The Business Office Manager touches many... ...of the business and will oversee business administration, accounts payable/receivable, human resources, payroll...SuggestedFull timeTemporary workWork at office
Navion Senior Solutions
Remote1 day ago - ...Overview: We’re looking for a dynamic Office Manager who can bring structure, energy,... ...position is located in Hopkinsville, KY and will be covering different clinics within... ...in a health-related field, business administration and/or a related field, or management experience...SuggestedFull timeWork at officeMonday to FridayShift work
Deaconess Health System
Remote1 day ago - ...Description Business Office Manager Status: Full Time Location: Avamere Crestview: 6530 SW 30th Ave, Portland, OR Apply at Job Summary The Business... ...of the community, directing all non-clinical administrative, financial, and human resource systems. This...SuggestedFull timeTemporary workWork at officeLocal areaFlexible hoursWeekend work
Avamere
Remote1 day ago $21 per hour
...Allergy Administrative Assistant/Authorization Specialist ENT and Allergy Associates, LLP New York & New Jersey's premier ENT and Allergy... ...Assistant/Authorization Specialist for our Cherry Hill office. Allergy Administrative Assistant role, provides administrative...SuggestedHourly payFull timeWork at officeRemote workMonday to FridayFlexible hours- ...Full-time, Part-time Description OFFICE CLERK - Need someone for mornings and someone for evening office. 6:00 - 2:00 for mornings and 2:00 - 9:00 for evening shifts. ESSENTIAL JOB FUNCTIONS: Provide exceptional and friendly customer service Ability...SuggestedFull timePart timeWork at officeDay shiftAfternoon shift
Houchens Food Group
Remote1 day ago - ...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...Full timeTemporary workWork at officeHome officeFlexible hours
Edward Jones
Berkeley, CA1 day ago $26.42 - $37.49 per hour
...Job Title Work Location: Woodland Hills, CA, USA Onsite or Remote Fully On-Site Work Schedule Wednesday - Friday 11:30am -... ...Responsibilities Major duties include but are not limited to: Provide administrative and patient care support to physicians, staff and patients...Hourly payWork experience placementImmediate startRemote workWeekend work$26.42 - $37.49 per hour
Work Location: Woodland Hills, CA, USA Onsite or Remote Fully On-Site Work Schedule Wednesday - Friday 11:30am - 8:30pm, Saturday... ...Responsibilities Major duties include but are not limited to: Provide administrative and patient care support to physicians, staff and patients...Hourly payWork experience placementImmediate startRemote workWeekend work$70.2k - $100k
...Assistant Manager, Product, Neiman Marcus Beverly Hills At CHANEL, we are focused on creating an inclusive culture that nurtures personal... ..., reporting, assortment planning, and partnership with Home Office buying team Run product category and lead team with agility...Temporary workSeasonal workLocal areaHome officeFlexible hoursNight shiftWeekend workChanel
Beverly Hills, CA22 days ago- ...Edward Jones is seeking a Branch Office Administrator (BOA) to provide seamless client service and comprehensive administrative support for one or multiple financial advisors. You will handle client inquiries, help with account processes, and support day-to-day branch...Work at officeHome office
Edward Jones
Nags Head, NC2 days ago - ...We are seeking a highly organized and customer-focused Branch Office Administrator to provide administrative, operational, and event coordination support for a remote sales office. This individual will play a key role in ensuring day-to-day office functions run efficiently...Work at officeLocal areaRemote work
CDW
Bloomington, MN4 days ago - ...Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients. You will assist with client accounts, communications, and event planning, playing a key role in delivering a positive client experience. This role offers structured training...Work at officeHome office
Edward Jones
Pleasant Hill, IA3 days ago - ...Branch Office AdministratorIf 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...Part timeWork at officeWork from homeFlexible hours
Edward Jones
Rancho Cucamonga, CA2 days ago - ...Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients from a Columbus branch. The role emphasizes delivering personalized service, coordinating client accounts, and assisting with planning and events. You’ll join a broad team with...Work at officeHome office
Edward Jones
Columbus, OH3 days ago - ...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...Full timeTemporary workWork at officeHome officeFlexible hours
Edward Jones
Enid, OK5 days ago - ...Branch Office AdministratorIf 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...Temporary workWork at officeWork from homeFlexible hours
Edward Jones
Madison, WI1 day ago - ...Edward Jones is seeking a Branch Office Administrator to join our client-focused team. In this role you’ll provide administrative support to a financial advisor or team, help manage client accounts, and facilitate communications to ensure a positive client experience....Work at officeHome office
Edward Jones
Oxford, NC3 days ago $18.89 - $27.81 per hour
...Virtua Health Administrative Support Location: Cherry Hill - 1 Brace Rd, Cherry Hill Remote Type: On-Site Employment Type: Employee Employment... ...personnel as requested. Assists in orienting new office staff; participates in performance improvement initiatives...Hourly payDaily paidFull timeTemporary workPart timeWork at officeLocal areaRemote workFlexible hoursShift workWeekend workDay shiftAfternoon shift- ...Job Details Job Description Summary Reporting directly to the Branch Sales Manager, the Branch Office Administrator (BOA) assists the field management team with daily operations to reach branch goals. The BOA will perform a broad range of administrative processes and activities...Work experience placementWork at officeHome officeShift work
CNO Financial Group
Atlanta, TX8 hours ago - ...Edward Jones in Eugene, Oregon, is seeking a Branch Office Administrator (BOA) to join a dynamic financial services team. You will support client accounts, facilitate communications, and help ensure a positive client experience in a fast-paced environment. You’ll receive...Work at officeHome office
Edward Jones
Eugene, OR3 days ago - Property Management Staff - Remote in KY XpatHomes - Open Position Property Management Staff Position Overview The Property Management... ...external vendors. Basic computer skills, including Microsoft Office and Google Workspace. Preferred Qualifications (Nice to Have) 3...Remote jobTemporary workWork at office
- ...Branch Office AdministratorThis job posting is anticipated to remain open for 30 days, from 30-Jul-2026. The posting may close early... ...yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up...Part timeWork at officeWork from homeFlexible hours
Edward Jones
New Philadelphia, OH3 days ago - ...Compensation provided for using, not obtaining, the rating. 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-...Part timeWork at officeHome officeFlexible hours
Edward Jones
Oceanside, CA1 day ago - ...anticipated to remain open for 30 days, from 21-Jul-2026. The posting may close early due to the volume of applicants. Branch Office Administrator The Branch Office Administrator (BOA) team up with financial advisors to help clients achieve their long‑term financial goals...Full timeTemporary workWork at officeHome officeFlexible hours
- Dear you are 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...Temporary workWork at officeHome officeFlexible hours
- We are seeking a dynamic and experienced Branch Office Administrator to join our team. This role requires excellent communication skills, a keen ability to identify top talent, and proficiency in managing the full recruitment life cycle, from sourcing to onboarding. If...Work at officeRemote work
- ...Fortune 500 company with over 9 million clients and 20,000 financial advisors across the U.S. and Canada. 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...Full timeTemporary workWork at officeHome office
- Edward Jones in Castle Rock, Colorado is hiring a Branch Office Administrator to provide seamless support to financial advisors and clients. You’ll handle client accounts, communications, and daily operations to ensure a positive client experience. The role offers structured...Work at officeHome office
- ...Law is seeking an experienced Executive Administrative Assistant to serve as a trusted partner... ...Regular travel between the firm's Colorado offices will be required, with occasional travel... ...Dr. Centennial, CO 80111 1710 Chapel Hills Dr. Suite A Colorado Springs, CO 80920 We...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours
Burnham Law Firm
Denver, CO1 day ago $60k
...and external meetings and provide other administrative support as needed. This role is a great... ...commitments for the executive using Microsoft Office Serve as the point of contact between... ...high-level executives and/or on Capitol Hill Previous experience working in a fast-...Full timeWork at officeRemote workWork from homeFlexible hoursNight shiftPLUS Pr
Brooklyn, NY2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Branch Office Administrator - Crestview Hills, KY. Be the first to apply!
Related searches