Branch Office Administrator - Hortonville, WI

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:

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.

Apply

Vacancy posted 15 hours ago

Similar jobs that could be interesting for youBased on the Branch Office Administrator - Hortonville, WI in New London, CT vacancy

Retail Key Holder PT
SalonCentric Key Holder - PartTime Do you have a passion for people and delivering exceptional customer service? Do you seek out exciting new products and training opportunities to become an expert in the hair and beauty industry? Do you love hair and beauty products? ...
Suggested
Part time
Local area
Shift work
Night shift
Weekend work
L Oreal USA
Groton, CT
2 days ago
Key Holder (Full-Time)
...to finger; handle, feel and type; reach with hands and arms.[ ] Sedentary: Limited activity, no lifting, limited walking[ ] Light: Office work, some lifting, bending, stooping or kneeling, walking[X] Moderate: Mostly standing, walking, bending, frequent lifting[ ] Arduous...
Suggested
Hourly pay
Full time
Work at office
Local area
Flexible hours
Shift work
Night shift
Boot Barn
Waterford, CT
2 days ago
Office Assistant II
$27.56 per hour
...complete the selection process should inform the Human Resources Office as soon as possible. Documentation supporting the need for... ...The Office Assistant II role provides comprehensive, high-level administrative support to the Development, Planning, & Public Works...
Suggested
Contract work
Work at office
Immediate start
Groton Ct
Groton, CT
2 days ago
Business Office Manager
...Business Office Manager Full Time; Day Shift Long Term Care Business Office Experience REQUIRED Some Weekend Manager Requirements... ...Hiring: Full-time Business Office Manager Responsibilities Assume administrative authority, responsibility, and accountability for supervising...
Suggested
Full time
Work at office
Immediate start
Weekend work
Day shift
Complete Care at Groton Regency
Groton, CT
2 days ago
BUSINESS OFFICE MANAGER
...Responsibilities Stonington Institute, a division of Universal Health Services, Inc. (UHS), is seeking a Business Office Manager (BOM) to oversee billing, collection, and financial processes for all service lines. Key duties include: Generates operational reports. Coordinates...
Suggested
Full time
Contract work
Part time
Work at office
Local area
Monday to Friday
Universal Health Services
Groton, CT
1 day ago
BUSINESS OFFICE MANAGER
...Business Office Manager Responsible for all aspects of billing and collection for all service lines, maximizing payments and reimbursements, overseeing verifications, billing and follow‑up, negotiating payment plans, maintaining contract files, collaborating on rate renegotiations...
Full time
Contract work
Work at office
Local area
Monday to Friday
Stonington Institute
Groton, CT
1 day ago
Assistant Manager- CT
Retail Assistant Store Manager This Position qualifies for Daily Pay! Location: Niantic, CT Apply Online: bit.ly/workforamg Atlantis Fresh Market is a leading Convenience Store brand in the Northeast, and we are GROWING! If you thrive in a fast-paced, customer...
Daily paid
Full time
Flexible hours
Atlantis Management Group
Niantic, CT
5 days ago
Assistant Manager
$50k - $75k
Benefits: ~401(k) ~401(k) matching ~ Bonus based on performance ~ Dental insurance ~ Employee discounts ~ Free uniforms ~ Health insurance ~ Paid time off Benefits/Perks Competitive Compensation Career Advancement ...
Full time
Traineeship
Local area
Meineke
New London, CT
1 day ago
SEP Administrative Assistant
$16.35 per hour
...This position is responsible for providing overall administrative support. This individual must possess high energy and motivation. He/She should be a self-starter who can work independently, be well organized, able to multitask and prioritize projects. This individual...
Work experience placement
Thames Valley Council For Community Action Inc
Uncasville, CT
2 days ago
Planner/Scheduler
...to satisfaction of customer. Requires fluency in Microsoft Office programs, particularly Microsoft Excel (including the ability... ...Citizen Preferred Qualifications: Experience working as an administrative specialist or support role in a pharmaceutical, maintenance...
Hourly pay
Contract work
Work at office
Local area
Shift work
Weekend work
Day shift
Amentum
Groton, CT
3 days ago
Patient Care Representative
...with a focus on quality, service and patient satisfaction. The Patient Care Representative (Dental Receptionist) will provide administrative support to facilitate the relationship between our patients and dentists. With a focus on exceptional patient service, the Dental...
Full time
42 NORTH DENTAL LLC
New London, CT
11 days ago
Assistant Manager
Assistant Manager Position As a Dunkin' franchisee, we are committed to our employees as much as we are committed to our customers. We value hardworking and enthusiastic employees and we make it a priority to ensure their success. The Assistant Manager will be responsible...
Dunkin'
Groton, CT
2 days ago
BUSINESS OFFICE MANAGER
Responsibilities Stonington Institute, a division of Universal Health Services, Inc. (UHS), is seeking a Business Office Manager (BOM) to oversee billing, collection, and financial processes for all service lines. Key duties include: Generates operational reports. Coordinates...
Full time
Contract work
Part time
Work at office
Local area
Monday to Friday
Universal Health Services
Groton, CT
2 days ago
Key Holder
$17.5 - $18 per hour
Job Type Part-time Description IT'S Fun, IT'S Flexible, IT'S Entertaining IT'SUGAR was founded to create an environment that fosters the greatest feeling of happiness and humor; that allows you to smile and laugh out loud without judgment. Expanding rapidly...
Part time
Flexible hours
Afternoon shift
IT'SUGAR
Mashantucket, CT
5 days ago
Regional Administrative Assistant
$25 - $30 per hour
...Regional Administrative Assistant Location: Waterford, CT (Regional Office) - Cust. installations How will you CONTRIBUTE and GROW? We are committed to building a diverse and inclusive workplace that embraces the unique perspectives of our employees, our customers...
Hourly pay
Work at office
Airgas
Waterford, CT
1 day ago
Administrative Aide
...Administrative Aide The Administrative Aide provides critical operational, logistical, and meeting support to the Program Managers and... ...Experience: 4+ years of professional administrative experience in an office setting Technical Skills (Intermediate MS Office):...
Afternoon shift
General Dynamics
Groton, CT
3 days ago
Administrative Assistant
$57k - $68k
...Assistant As a Project Assistant, you will provide essential administrative and operational support to the Project Teams, helping ensure... ...standards. Provide administrative support at job sites or office locations based on assignment; responsibilities include answering...
Work experience placement
For subcontractor
Work at office
Wohlsen
Groton, CT
4 days ago
Patient Representative
$20 - $25.3 per hour
...full range of varied, multi-skilled secretarial, clerical and administrative support to the specific imaging locations which requires... ...interfaced systems based on diagnosis codes and calls physician offices for clarification of orders. # Explains financial requirements...
Full time
Local area
Shift work
Day shift
Midstate Radiology Associates
New London, CT
4 days ago
Go! Key Holder
...sales, customer service, merchandising, inventory control, and loss prevention Basic computer skills, POS system and Microsoft office Able to perform basic math functions Flexible and strives in fast paced environment Attention to detail Job Posting Information...
Part time
Work at office
Flexible hours
Shift work
Night shift
Weekend work
Afternoon shift
Attic Salt
Mashantucket, CT
1 day ago
Administrative Support Specialist
$14 - $15 per hour
Direct message the job poster from BC Flight Experienced Administrative Specialist for an Aviation Company Work Location: In-Office Work Days: Monday - Friday Work Time: 8am to 5pm Description BC Flight, an Air Charter Broker focused on providing an excellent client service...
Full time
Work at office
Remote work
Monday to Friday
Night shift
BC Flight
Waterford, CT
1 day ago
Customer Service Associate I
...accordance with local laws in AZ, AR, CO, FL, GA, ID, IL, IA, KS, ME, MS, MO, MT, NE, 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 roles. We are committed to complying with the Americans...
Contract work
Part time
Local area
Dollar Tree
New London, CT
2 days ago
Retail Key Holder PT
SalonCentric Key Holder – PartTime Do you have a passion for people and delivering exceptional customer service? Do you seek out exciting new products and training opportunities to become an expert in the hair and beauty industry? Do you love hair and beauty products...
Part time
Local area
Shift work
Night shift
Weekend work
Loreal
Groton, CT
more than 2 months ago
Automotive Clerical / Office Admin
...term job security RESPONSIBILITIES: Perform various clerical and administrative duties relating to non-commercial vehicle recon fulfillment... ...computer software skills necessary Must be able to use general office equipment (i.e., copier, fax machine, etc.) Ability to sit or...
Temporary work
Work at office
Local area
Brustolon
Stonington, CT
2 days ago
Assistant Department Manager
$22.25 - $28.05 per hour
Job Description POSITION SUMMARY: Exceed our customers' evolving expectations by preparing and ensuring the freshest quality product while providing World Class customer service and a pleasant and rewarding shopping experience. Our assistant department sales...
Hourly pay
Flexible hours
Big Y
Groton, CT
2 days ago
HBG - Assistant General Manager
Assistant General Manager Lead with Purpose at Howley Bread Group (HBG) – Where Warmth Meets Opportunity! At HBG, we're more than just a Panera Bread bakery-café; we're a close-knit family committed to creating a positive impact. Our mission is simple yet powerful...
Full time
Temporary work
Immediate start
Flexible hours
Night shift
Howley Bread Group, Ltd., a franchisee of Panera, LLC
Waterford, CT
2 days ago
Office Administrative Assistant
...Job Description Job Description Office Administrator is responsible for a variety of clerical and administrative tasks, including: Welcoming Visitors : Greet and direct visitors in a professional manner. Managing Office Supplies : Oversee inventory and order...
Work at office
Temporaries of New England, Inc.
Groton, CT
22 days ago
Camp Administrator
$10k - $11.4k
...Camp Administrator The Arc Eastern Connecticut has been providing services to individuals with intellectual and developmental disabilities for more than 60 years. We actively champion for full community inclusion and are a licensed and contracted service provider of...
Bi-weekly pay
The Arc Eastern Connecticut
Waterford, CT
5 days ago
Patient Services Associate
...site leads/Operations Manager and offer suggestions for improvement Support manager in monitoring inventory of supplies for the office Meet and exceed assigned individual and departmental goals Other duties and projects as assigned Qualifications Associates...
Work at office
New Day Executive Search
New London, CT
2 days ago
ShopRite - Night Crew Clerk
ShopRite - Night Crew Clerk New London, CT (ShopRite of New London) We are living our Purpose - To Care Deeply about People, Helping them to Eat Well and Be Happy. This Purpose guides everything we do and is why we are in business. We are using our service priorities...
Local area
Immediate start
Shift work
Night shift
ShopRite
New London, CT
1 day ago
Patient Services Associate - New London - Full-Time - Bilingual (Spanish & English) - $21/hr
$21 per hour
...site leads/Operations Manager and offer suggestions for improvement Supports manager in monitoring inventory of supplies for the office Meet and exceed assigned individual and departmental goals Other duties and projects as assigned Qualifications:...
Full time
Work at office
Monday to Friday
Community Health Center
New London, CT
2 days ago

Do you want to receive more vacancies?

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