Branch Office Administrator - Grand Rapids, MI
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 - Grand Rapids, MI in Grand Rapids, MI vacancy
- ...Description About Us: Stenger & Stenger, founded in 1994 in Grand Rapids, MI, is a fast-growing, dynamic law firm specializing in... ...following background and skills: Proficient in Microsoft Office Suite or related software. Excellent organizational skills...SuggestedWork at office
Stenger & Stenger PC
Grand Rapids, MI16 days ago $162k - $220.8k
...Specialists, Regional Science Managers, to efficiently and effectively address customer needs. When & Where Field Based Location: Grand Rapids, MI Discover Your Role Engage Oncology Experts and other key Oncology customers within the assigned geographical universe and...SuggestedLocal areaBioSpace, Inc.
Grand Rapids, MI5 days ago$162k - $220.8k
...Regional Science Managers, to efficiently and effectively address customer needs. When & where: Field Based Location: Grand Rapids, MI Discover your role: Engage Oncology Experts and other key Oncology customers within the assigned geographical universe...SuggestedLocal areaRegeneron Pharmaceuticals
Grand Rapids, MI3 days ago$55k - $82k
...Bookkeeper / Office Manager - Grand Rapids Area Bookkeeper / Office Manager | Grand Rapids, MI Salary Range: $55,000 - $82,000 depending on experience Are you a skilled... ...processing, tax filings, and employee benefit administration. Maintain accurate financial records,...SuggestedHourly payWork at officeImmediate startThe Pivot Group
Grand Rapids, MI3 days ago$158.95k - $220k
...success through participation in congresses, regional meetings, and other industry events. When & where: Field Based Location: Grand Rapids (Metro), Michigan Discover your role: Engage Rare Neurology Experts and other key Rare Neurology customers within an assigned...SuggestedFull timeLocal area- ...Service Assistant - Grand Rapids Grand Rapids, MI - Grand Rapids, MI 49504 Overview Level Entry Position Type Full Time Job Shift Any Education Level None Travel Percentage None Description The main responsibilities of a Service Assistant at Big Boy is...Full timeAll shiftsShift work
Big Boy Restaurants
Grand Rapids, MI4 days ago $18 per hour
...per hour and is located at the Grand Rapids Airport - 5500 44th Street SE, Grand Rapids MI 49512. We offer: Paid... ...resolution for customers, other branches, and other vendors Place outgoing... ...in retail, guest services, or administrative support Must have a valid...Hourly payLocal areaImmediate startEnterprise Mobility Inc
Wyoming, MI4 days ago$18 per hour
...8 / hour and is located at the Grand Rapids Airport – 5500 44th Street SE, Grand Rapids MI 49512. We Offer Paid time off Employee... ...for customers, other branches, and vendors Place outgoing calls... ...in retail, guest services, or administrative support Must have a valid driver...Local areaNational Car Rental
Grand Rapids, MI2 days ago$45.76k - $49.92k
...We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida,... ...and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout...Hourly payFull timeTemporary workFlexible hours$162k - $220.8k
...Medical Account Specialists - Hematology- Grand Rapids ~ Geography: Grand Rapids, Kalamazoo, Fort Wayne The Hematology Oncology Account Specialist is responsible for engaging Hematologist and other key Oncology customers within a geographical universe and...Local area$54.74k
...Customer Service Representative/Trainer (Grand Rapids) To lead the Field Force to success... ...calls to the Agent Development Office (ADO) in a prompt, professional, and courteous... ...preferred with focus on business administration, FBCISR, AINS, CIC, management, insurance...Full timeFor contractorsWork at officeMichigan Farm Bureau
Grand Rapids, MI2 days ago$41k - $61k
...Customer Service Representative - Grand Rapids Area Customer Service Representative | Grand Rapids, MI Salary Range: $41,000 - $61,000 depending on experience Are you a meticulous professional with a passion for excelling in customer service representative? The...Immediate start- ...managing the general operations of our office. Your assignment The executive assistant is responsible for doing the administrative work the CEO/President needs done to be... ...notified about new Executive Assistant jobs in Grand Rapids, MI . Grand Rapids, MI $55,000.00-$70,000.00...Full timeWork at officeLocal area
National Nail
Grand Rapids, MI1 day ago $65k - $75k
...industry-leading technology to help companies create a better workplace and connect their employees. Canteen’s solutions include markets, office coffee and snacks, unattended retail, and culinary. Our people are at the heart of everything we do. Their dedication,...Work at officeLocal areaRemote workFlexible hours$90k - $150k
...Your performance drives your paycheck —top performers routinely hit six figures. Company vehicle (wrapped) + gas card—your mobile office. All tools provided. Medical, dental, vision & 401k. Paid time off + weekly pay. 6 week paid training program. (2 weeks...Weekly payTemporary workPart timeWork at officeImmediate startA1 Garage Door Service
Grand Rapids, MI13 days ago$21.5 - $37.5 per hour
...Louis Park | US-IN-Evansville | US-IL-Chicago | US-MI-Grand Rapids Category/Function Administrative and Support Services Position Type... ...This role also provides administrative and general office support to Old National Leaders and provides administrative...Full timeWork at officeOld National Bank
Grand Rapids, MI2 days ago- ...Position Summary The Infrastructure Administrator supports the firm's server, virtualization, network, storage, and Microsoft infrastructure. This position provides Tier III operational support while assisting with infrastructure projects, cybersecurity initiatives, and...Full timeWork at office
$70k - $80k
...Paralegal/Executive Assistant (DPF-BTB) Grand Rapids, Michigan Salary: USD70000 - USD80000... ...working with a company in Grand Rapids, MI! We are looking for a paralegal/executive... .... Perform additional paralegal and administrative duties as assigned. #J-18808-Ljbffr...Contract workBeacon Hill
Grand Rapids, MI6 hours ago$47.4k - $62.27k
...career move to?join our team?and assist the local branch as an Administrative Associate?for KONE Grand Rapids, MI ??? Do you enjoy working in a fast-paced... ...business goals? Have you developed a proficiency with office management tools (e.g. Microsoft Office Suite,...Temporary workWork at officeLocal areaFlexible hoursKONE
Grand Rapids, MI5 days ago- ...coordination and efficient operation of the Office of the President administrative activities. The Executive Assistant must be... ...developed cultural awareness and the ability to be an active listener. #J-18808-Ljbffr Grand Rapids Community Foundation - Grand Rapids, MIWork at officeFlexible hours
- ...Office Administrator (Marketing & Customer Experience Focus) Grand Rapids, MI Job Summary We are looking for a highly organized, creative, and customer-focused Office Administrator to support daily operations while driving marketing, website, and customer engagement...Work at office
Arrow Staffing
Wyoming, MI3 days ago $18 - $25 per hour
Job Title: Results-Driven Administrative Assistant Ready to embark on an administrative adventure... ...: Administrative Assistant Location: Grand Rapids, MI Salary: $18-$25 per hour + PTO and... ..., is a big plus! Proficiency in office software and productivity tools (MS Office...Hourly payWork at office$20 per hour
...Canteen We are hiring immediately for a part time OFFICE PERSONNEL ADMINISTRATOR position. Location : Michigan OCS - 2916 Walkent Northwest, Grand Rapids, MI 49544. Note: online applications accepted only . Schedule : Part time schedule. Monday through...Hourly payFull timePart timeWork at officeLocal areaImmediate startRemote workMonday to FridayFlexible hoursCompass Group, North America
Grand Rapids, MI4 days ago$20 per hour
...We are hiring immediately for a part time OFFICE PERSONNEL ADMINISTRATOR position. Location : Michigan OCS - 2916 Walkent Northwest, Grand Rapids, MI 49544. Note: online applications accepted only . Schedule : Part time schedule. Monday through Friday, hours...Hourly payFull timePart timeWork at officeLocal areaImmediate startRemote workMonday to FridayFlexible hoursCompass Group
Grand Rapids, MI2 days ago$20 per hour
...Office Personnel Administrator We are hiring immediately for a part time Office Personnel Administrator position. Location: Michigan OCS - 2916 Walkent Northwest, Grand Rapids, MI 49544. Note: online applications accepted only. Schedule: Part time schedule. Monday...Hourly payFull timePart timeWork at officeLocal areaImmediate startRemote workMonday to FridayFlexible hoursCompass Group
Grand Rapids, MI5 days ago- ...Description Job Description The Account Administrator provides support and assistance to... ...computer skills, including MS Office ~ Ability to work additional hours... ...capabilities. ABT is headquartered in Grand Rapids, MI and has locations in Nogales, Mexico,...Permanent employmentFull timeTemporary workRelocation packageFlexible hours
Amphenol Borisch Technologies
Grand Rapids, MI28 days ago - ...discipline and discharge. AEO also provides reasonable accommodation of religion and disability in accordance with applicable law. Job Information Job Category: Stores Posting Date: 2026-07-06 Job Schedule: Full time Location: Grand Rapids, MI, United States #J-18808-Ljbffr...Full timeTemporary workSeasonal workLocal areaFlexible hours
American Eagle Outfitters
Grand Rapids, MI2 days ago - ...Grand Rapids, MI, United States Be the First to Apply Job Description YOUR ROLE As the full-time Merchandising Team Leader, you are the Store Team Leader's "go-to" in developing and implementing the Merchandising strategy for the store. Your passion lies in training and...Full timeTemporary workPart timeSeasonal workLocal areaFlexible hours
Unsubscribed
Grand Rapids, MI4 days ago - ...relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices. We work directly with clients every day to help them reach their goals, whether they're focused on opportunities in the...
- ...Ready to make a difference in the lives of patients with Breast Cancer? As an Oncology Account Specialist (OAS)in the Grand Rapids market for the Breast Franchise team, you'll be at the forefront of transforming patient care and demonstrate your deep disease-area expertise...Local area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Branch Office Administrator - Grand Rapids, MI. Be the first to apply!
Related searches