Branch Office Administrator - Spring Branch, TX
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 10 hours ago
Similar jobs that could be interesting for youBased on the Branch Office Administrator - Spring Branch, TX in Spring, Montgomery County, TX vacancy
- ...Food Service Representative Speedy Stop # 119 - Spring, TX - Spring, TX 77389 Overview Level Entry Position Type Full-Time/Part-Time Job Shift Any Education Level Not Specified Travel Percentage None Category Restaurant - Food Service Description Food Service...SuggestedFull timePart timeLocal areaAll shiftsFlexible hoursShift work
Speedy Stop
Spring, Montgomery County, TX3 days ago - ...Your role • support the branch management team administratively • assist with resolving client issues • communicate and implement our administrative... ...registered employees • coordinate and plan branch office business meetings and various activities Your team...SuggestedWork at officeFlexible hours
UBS
The Woodlands, TX1 day ago - ADMINISTRATIVE ASSISTANT - PART TIME Sylvan Learning Center is hiring an administrative assistant who will keep us on track as we go through... ...customer service skills. * Attention to detail * Two years office experience preferred * Computer proficient, ready to learn...SuggestedPart timeWork at office
Sylvan Learning
Spring, Montgomery County, TX5 days ago $60k - $120k
...Job Description Job Description PLANET FORD – SPRING SERVICE ADVISOR Attention: Experienced Service Advisors…….Planet Ford Spring is NOW Expanding our team!! Seeking Motivated individuals for High Volume and Record Sales Service Drive! Do you have a...SuggestedLocal areaRelocation packageFlexible hoursWorld Class Automotive Organization
Spring, Montgomery County, TX29 days ago- 088 Spring, TX 6760 N Grand Pkwy W Spring, TX 77389, USA The Key Carrier assists in the management of the retail facility. This position... ...other miscellaneous duties as assigned by supervisors or general office. Understand all reports generated by the general office and...SuggestedWork at officeLocal area
Cavender's
Spring, Montgomery County, TX1 day ago - ...Duration: 12 months Location: Spring, TX Schedule: 5/40 This Documentation Specialist II opportunity is suited to a technically capable professional with strong information management expertise and a structured approach to document control...For contractors
Airswift
Spring, Montgomery County, TX2 days ago - ...Controller (Broussard, LA; The Woodlands, TX) Role WHC LLC (A Surerus Murphy Company)... ...closely with Quality Control Leads and Administrators to compile and submit turnover packages,... ..., with proficient knowledge of other MS Office Suite programs (Outlook, PowerPoint,...Permanent employmentContract work
Whc-Energy-Services-
The Woodlands, TX2 days ago - ...work with a major oil and gas company on a 12-month contract in Spring, TX. Summary The Documentation Specialist will serve as the primary... ...as Aconex, SAP, or similar platforms. Proficient in Microsoft Office Suite. Strong understanding of document control processes and data...Contract workFor contractorsWork at office
Brunel
Spring, Montgomery County, TX5 days ago $50 per hour
...Job Title: Documentation Specialist II Compensation: $50.00/hr + Reimbursable Travel Location: Spring, TX Schedule: Monday–Friday, 40 hours per week Target Start Date: ASAP Duration: One year from starting Scope: The Documentation Specialist II serves as the liaison between...For contractorsImmediate startMonday to FridayRWDY
Spring, Montgomery County, TX3 days ago$65k - $130k
Job Description Job Description We’re currently hiring in Kingwood , Humble , Friendswood , Pasadena , Deer Park , Clear Lake , and the Medical Center area. D.I.B. Automotive Group is hiring experienced Automotive Service Advisors at multiple Houston...Currently hiringRelocation packageD.I.B Automotive Group
Spring, Montgomery County, TX4 days ago- ...Assistant Location: 21450 Kuykendahl Rd., Spring, TX 77379 Position Summary: Carus Dental - Spring is looking for a Front Office Assistant to join our team. MUST... ...organization, providing non-clinical administrative support services to more than 3,000...Daily paidWork at officeLocal area
Heartland Dental
Spring, Montgomery County, TX1 day ago - ...Corporate Accounting organization in The Woodlands, TX. This role combines event planning, office operations, and finance coordination, requiring a highly... ...years in event coordination, office management, or administrative support ~ Strong organizational, multitasking, and...Work at officeLocal areaFlexible hours
$30 - $40 per hour
...Title: Administrative Assistant III Location: Spring TX 77389 Duration: 12 Months (potential to continuously extend, based on performance) Pay... ...organizational skills are required. Proficiency with MS Office required. Minimal work direction needed, highly...Experis/Manpower Group
Spring, Montgomery County, TX3 days ago$16 - $20 per hour
...with retail, management, and customer service experience to help manage a doggie daycare, boarding, grooming, and retail store in Spring, TX. The Assistant Manager will work closely with the General Manager/Owner to set the right team culture! This position will be...Flexible hoursShift workWeekend workThe Dog Stop Spring (TDS-0038)
Spring, Montgomery County, TX1 day ago$15 per hour
...Assistant Stretch Manager Spring, TX: Louetta Rd./Stuebner EōS Fitness is bold, upbeat, and motivating. Not only in our fitness routines, but in our work environment as well. Like our members, our employees know how to rise to a challenge and handle it head on....Hourly payDaily paidFull timePart timeShift workNight shiftWeekend workDay shiftAfternoon shiftEarly shiftWeekday workEŌS Fitness
Spring, Montgomery County, TX3 days ago$22 - $25 per hour
...Operations Assistant (Contract) Location: Spring, TX Schedule: Hybrid Pay Rate: $22-25... .... This role will provide operational, administrative, and project support to the department,... ...levels of PPE, equipment, and office supplies. Support additional departmental...Contract workTemporary workFor subcontractorWork at officeOverseasSystem One
Spring, Montgomery County, TX7 days ago- ...Job Description Job Description QUICK LANE – SPRING SERVICE ADVISOR The Largest 28 Bay Quick Lane Tire & Auto Center is Expanding! Seeking Customer Service Advisors for High Volume for Our Quick Lane Service Drive! Do you have a passion for developing...Weekly payFull timeTemporary workLocal area
World Class Automotive Organization
Spring, Montgomery County, TX11 days ago - ...accounts, and performing account maintenance. Handling branch servicing duties such as vault balancing, cash... .... Job: Branch Banking Primary Location: Texas-Spring Schedule: Full-time Work Locations: TX - Louetta Ella-03223830 Louetta Rd Spring 77388 Unposting...Full timeTemporary workLocal area
Woodforest National Bank
Spring, Montgomery County, TX1 day ago - ...RadNet, Inc. is looking for a passionate member service representative in Spring, Texas, responsible for guiding new members in their fitness journeys. This role emphasizes relationship building, ensuring a welcoming environment, and supporting member onboarding. Candidates...
RadNet
Spring, Montgomery County, TX2 days ago $50k - $90k
...Services Position - State Farm Agent Team Member Full Time in Spring Branch, TX 401(k) matching Opportunity for advancement Vision insurance... ...customers build a plan. Our work environment includes Modern office setting On-the-job training Growth opportunities Flexible working...Full timeFor contractorsWork at officeLocal areaRelocationMonday to FridayFlexible hoursjeremyfuller.com
Spring, Montgomery County, TX3 days ago- ...Psychology practice in The Woodlands, Texas. We have been serving The Woodlands, Spring and surrounding areas for over 30 years. Job Summary We are seeking a motivated and outgoing Office Assistant to join our team. In this role, you will provide support assisting the...Work at officeFlexible hours
DR Glenn J Bricken & Assoc P C
Spring, Montgomery County, TX2 days ago $45k - $55k
...starting Aid the General Manager in administrative duties including but not limited... ...processes including Microsoft Office (Word, Excel), Outlook, OneDrive... ...discount Paid training Common Bond Cafe - Spring 21620 Kuykendahl Rd, Spring, TX 77379, USA Apply...Full timeWork at officeLocal areaMonday to FridayShift workNight shiftDay shiftCommon Bond Cafe
Spring, Montgomery County, TX3 days ago$85k
...Flywheel Learning System Job Description Job Title: Automotive Service Advisor / Writer Location: 2655 Rayford Road, Spring, United States, 77386 Job Overview: As an Automotive Service Advisor / Writer with Christian Brothers Automotive, you are the...Full timeLocal areaMonday to FridayChristian Brothers Automotive
Spring, Montgomery County, TX6 days ago- ...Bigspringcenterforskilledcare in Spring, Texas is seeking a dependable Business Office Manager to oversee financial and administrative operations. This role focuses on ensuring accurate billing, compliance, and the smooth function of our facility. The ideal candidate will...Work at office
Big Spring Center for Skilled Care
Spring, Montgomery County, TX3 days ago - ...Creative Solutions in Healthcare, Inc. is seeking a dependable Business Office Manager in Spring, Texas. This role involves managing financial and administrative operations, including accounts receivable, billing, and claims processing. You will ensure accurate billing...Work at office
Creative Solutions in Healthcare
Spring, Montgomery County, TX1 day ago - Position Overview Provides general facilities administration support which may include data entry,... ...training. Assists HR compliance of the branch to include associate files, I-9s,... ...customized service reports Microsoft© Office applications (Word, Outlook, PowerPoint,...Work at office
- ...development About the Role: Join Waxing The City and NOVA AP Holdings LLC as an Assistant Manager/Cerologist at our New Caney, TX location! This dynamic role is perfect for individuals who are passionate about leadership and customer service, helping to drive our...Flexible hoursAfternoon shift
- ...Executive Assistant With Administrative & HR Responsibilities Welcome to Thind Management, a family-owned management company where we strive... ...incoming requests and emails. Administrative Duties: Oversee office operations, including maintaining supplies, managing vendors,...Flexible hours
Thind Management
Spring, Montgomery County, TX5 days ago $29 - $43 per hour
...is responsible for providing advanced tactical and strategic administrative support to upper-level executives within the organization, managing... ...preferably in senior/advanced general administrative support, office services, or a related field. Administrative Support, Booking...Hourly payFull timeTemporary workWork experience placementWork at officeLocal areaFlexible hoursShift workHP Development Company, L.P.
Spring, Montgomery County, TX5 days ago$58k - $62k
...Executive Assistant – Full Time – Onsite – Tomball, TX Work for brilliant leaders and a company who’s the leader in its industry... ...with the Vice President(s) and General Manager, aiding them with administrative responsibilities. What you’ll bring – The Person Minimum 2...Full timeContract workTemporary workLocal areaFlexible hoursAndersen
Tomball, TX1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Branch Office Administrator - Spring Branch, TX. Be the first to apply!
Related searches