Branch Office Administrator - Ithaca, NY
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 20 hours ago
Similar jobs that could be interesting for youBased on the Branch Office Administrator - Ithaca, NY in Remote vacancy
- ...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...SuggestedPart timeWork at officeHome officeFlexible hours
Edward Jones
Avon, CT20 hours ago $40 per hour
...Executive Assistant - Finance NY NEW YORK, NY Immediately Temporary/Contract... ...responsible for performing an array of administrative functions requiring confidentiality, initiative... ...pro-active Role is 5 days a week in office. There is no opportunity for remote...SuggestedHourly payTemporary workWork experience placementWork at officeImmediate startRemote workFlexible hoursVolt
New York, NY6 days ago$25 - $35 per hour
...Office Administrator | Brooklyn, NY · $25–$35/hour About the Role A growing company in Brooklyn is looking for a detail-oriented, proactive Office Administrator to be the backbone of their office operations. This is a wide-ranging role where no two days look exactly...SuggestedFull timeWork at officeShift workBhired
Remote20 hours ago$9k - $42.64k
...is seeking interested candidates for an Office Assistant 2 Calculations position in Albany... ...Plan, Flex Spending Account, and NY's 529 College Savings Program. For comprehensive... ...Center Representative 1, SG-11, and Administrative Assistant 1, SG-11. Reinstatement Under...SuggestedPermanent employmentFull timeTraineeshipWork at officeImmediate startMonday to FridayNew York State Department of Agriculture and Markets
Albany, NY4 days ago$36.23k - $44.83k
...NY HELP Yes Agency Mental Health, Office of Title Office Assistant 1 (NY HELPS), Part-Time, Capital District Psychiatric Center, P27002 Occupational... ...Aide Salary Grade 06 Bargaining Unit ASU - Administrative Services Unit (CSEA) Salary Range From $36232 to $...SuggestedPermanent employmentPart timeWork at officeRemote workNew York State Civil Service
Albany, NY3 days ago$36.23k - $44.83k
...NY HELP Yes Agency Education Department, State Title Office Assistant 1 (NY HELPS), Box OEP-281/04174 Occupational Category No Preference Salary Grade 06 Bargaining Unit ASU - Administrative Services Unit (CSEA) Salary Range From $36232 to $44828 Annually...Bi-weekly payPermanent employmentFull timeTemporary workTraineeshipSecond jobWork at officeRemote workNew York State Civil Service
Albany, NY4 days ago$42.64k - $52.41k
...NY HELP Yes Agency Education Department, State Title Office Assistant 2 (NY HELPS), Box OEP-272/00299 Occupational Category No Preference Salary Grade 09 Bargaining Unit ASU - Administrative Services Unit (CSEA) Salary Range From $42641 to $52413 Annually...Permanent employmentFull timeSecond jobWork at officeRemote workNew York State Civil Service
Albany, NY1 day ago$52.41k
...Office Assistant 2 (NY HELPS) Division of Milk Control and Dairy Services Albany, NY Posting Dates: July 3, 2026 - July 13,... ...to work in Albany, NY. The Office Assistant 2 will provide administrative support for our compliance and enforcement unit. Tasks include...Permanent employmentFull timeWork at officeRemote workMonday to FridayNew York State Department of Agriculture and Markets
Albany, NY1 day ago$42.64k - $52.41k
...NY HELP Yes Agency Health, Department of Title Office Assistant 2 (NY HELPS) - 11091 Occupational Category Clerical, Secretarial, Office Aide Salary Grade 09 Bargaining Unit ASU - Administrative Services Unit (CSEA) Salary Range From $42641 to $52413 Annually...Permanent employmentFull timeTemporary workWork at officeRemote workVisa sponsorshipShift workNew York State Civil Service
Albany, NY1 day ago$42.64k
...ATR (Position) Position Details Search Number CPJ # 8995 Title Office Assistant 2 (NY HELPS) Category Clerical/Maintenance/Service Department Global Education Office Position Summary This position will...Permanent employmentFor contractorsWork at officeMonday to FridaySUNY Plattsburgh
Plattsburgh, NY20 hours ago$42.64k - $52.41k
...NY HELP Yes Agency Parks, Recreation & Historic Preservation, Office of Title Office Assistant 2 (NY HELPS) Occupational Category Clerical, Secretarial,... ...Aide Salary Grade 09 Bargaining Unit ASU - Administrative Services Unit (CSEA) Salary Range From $426...Permanent employmentFull timeH1bWork at officeLocal areaRemote workNew York State Civil Service
Trumansburg, NY4 days ago$9k - $42.64k
...and Markets is seeking candidates for an Office Assistant 2 Calculations position in... ...increases up to $52,413 per year. When a NY HELPS title can be filled with promotion... ...Services Center Representative 1, SG‑11; or Administrative Assistant 1, SG‑11). Reinstatement Under...Permanent employmentFull timeTraineeshipWork at officeImmediate startMonday to FridayNew-York-State-Department-of-Agriculture-and-Markets-
Albany, NY3 days ago$36.23k - $44.83k
...Office Assistant 1 (SG-6, NYHELPS) – New York State Comptroller Item #07271 – Occupational Category: Clerical, Secretarial, Office Aide... ...Telecommuting: Allowed. Location: 110 State Street, 12th Floor, Albany, NY 12236. Duties Receive, review, and process Death Cases opened by...Permanent employmentFull timeWork at officeRemote workVisa sponsorshipMonday to FridayFlexible hoursShift workkozmetickesluzby.vecnakraska.sk - Jobboard
Albany, NY1 day ago$36.23k - $44.83k
...NY HELP Yes Agency Corrections and Community Supervision, Department of Title Office Assistant 1 (NY HELPS) Occupational Category Clerical, Secretarial, Office Aide... ...Salary Grade 06 Bargaining Unit ASU - Administrative Services Unit (CSEA) Salary Range From...Permanent employmentFull timeWork at officeRemote workNew York State Civil Service
Stormville, NY1 day ago$36.23k - $44.83k
...NY HELP Yes Agency Attorney General, Office of the Title Office Assistant 1 (NY HELPS) Occupational Category Clerical, Secretarial, Office Aide Salary Grade 06 Bargaining Unit ASU - Administrative Services Unit (CSEA) Salary Range From $36232 to $44828 Annually...Permanent employmentFull timeWork at officeRemote workMonday to Friday2 days per weekNew York State Civil Service
New York, NY1 day ago- Executive Administrative Assistant (Remote) job at Hire Up Works. New York, NY. Role DescriptionThis is a full-time remote role for an Executive Administrative Assistant. The Executive Administrative Assistant will be responsible for providing administrative assistance...Remote jobFull time
$42.64k - $52.41k
Title : Office Assistant 2 (NY HELPS) Agency : Taxation & Finance, State Occupational Category : Clerical, Secretarial, Office Aide Salary Grade : 09 Bargaining Unit : ASU - Administrative Services Unit (CSEA) Salary Range : $42641 to $52413 Annually Employment Type...Permanent employmentFull timeWork at officeRemote work$16 - $29 per hour
...Radiology Scheduler Call Center Optum NY/NJ is seeking a Radiology Scheduler Call... ...notes, and evaluations Comply with administrative policies to ensure quality of care Demonstrate... ...of experience working in medical front office position performing duties such as...Hourly payMinimum wageFull timeTemporary workWork experience placementLocal areaImmediate startWork from homeMonday to FridayUMR
Middletown, NY2 days ago$22 - $28 per hour
...Our Gateway Plaza location in Patchogue, NY is a welcoming and warm environment,... ...Coordinator Team Leads, or even Practice Administrators. We give plenty of support and... ...Flexibility in regards to scheduling. Our office is open 6 days a week, including early morning...Hourly payWork at officeFlexible hoursShift workDay shiftAfternoon shiftEarly shiftBabylon Dental Care
Patchogue, NY15 days ago$18 - $21 per hour
...teachers to help them manage their student schedules General administrative tasks as needed The successful candidate will be an... ...This posting is for Grace Music School, in Fort Salonga, NY (Nothrport). Grace Music School aims to provide exceptional music...Part timeLocal areaEnsemble-performing-arts
Remote20 hours ago$40.39k
...Administrative Assistant Trainee Duties Description For a list of duties that this title... ...please visit: Minimum Qualifications NY HELPS This title is part of the New... ...support, which includes use of office software (e.g., email, word processing),...Bi-weekly payPermanent employmentTemporary workTraineeshipWork experience placementWork at officeRemote workStateJobsNY
Albany, NY1 day ago$47.59 per hour
...Position Description We are currently seeking an Administrative Assistant to join our team in New York, NY. We have opportunities to support our Client... ...Intermediate to advanced proficiency in MS Office Suite (Word, Excel, PowerPoint, and Outlook)....Hourly payImmediate startFlexible hoursPIMCO
New York, NY2 days ago$47.7k
...Duties Description This Administrative Assistant position will be assigned to the NYS DEC Region... ...documents to GovQA. 5. Operate office equipment such as printers, scanners, and... ...Emergency Limited Placement Statewide Program (NY HELPS). For the duration of the NY...Permanent employmentTraineeshipH1bWork at officeRemote workShift workStateJobsNY
Stony Brook, NY2 days ago$40.39k - $58.45k
...NY HELP Yes Agency Environmental Conservation, Department of Title Administrative Assistant 1 / Trainee 1 / 2 - NY HELPS Occupational Category Clerical, Secretarial, Office Aide Salary Grade NS Bargaining Unit ASU - Administrative Services Unit (CSEA)...Permanent employmentFull timeTraineeshipH1bWork at officeRemote workShift workNew York State Civil Service
Albany, NY3 days ago$15 - $20 per hour
Sr. Camp Counselor/Office Assistant - Southold, NY page is loaded## Sr. Camp Counselor/Office Assistant - Southold, NYremote type: Cornell Cooperative Extensionlocations: New York State (Other)time type: Part timeposted on: Posted Todayjob requisition id: WDR-00055601The...Hourly payTemporary workWork at officeImmediate startRelocationVisa sponsorship$47.7k - $58.45k
...NY HELP Yes Agency University at Albany Title Administrative Assistant 1; Trainee 1 & 2 (NY HELPS) Occupational Category Clerical, Secretarial, Office Aide Salary Grade 11 Bargaining Unit ASU - Administrative Services Unit (CSEA) Salary Range From $4769...Permanent employmentFull timeTraineeshipSummer workWork at officeRemote workNew York State Civil Service
Albany, NY1 day ago$18 - $18.5 per hour
...your development. Whether you’re working in our four global Home Offices, Distribution Centers or Retail Stores—TJ Maxx, Marshalls,... ...S Meadow St Suite #300 Location: USA HomeGoods Store 0862 Ithaca NY This position has a starting pay range of $18.00 to $18.50 per...Hourly payTemporary workLocal areaImmediate startHome officeFlexible hoursNight shiftThe TJX Companies , Inc.
Ithaca, NY2 days ago- .... Job Description Title: AIX SAN Admin - Schenectady, NY - 24 Months - # K17701/030740 Location: Schenectady, NY... ...: 24 Months Staff will perform the full range of system administration tasks as defined by the Manager of UNIX Systems, such as, but...Full timeRemote work
Maganti It Resources, Llc
Remote20 hours ago - ...Branch Office Administrator Kenwood - Cincinnati, OH Overview Position Type: Full Time Education Level: High School Description At Sibcy Cline, we've been a trusted name in real estate for nearly 100 years. As one of the largest and most respected brokerages...Full timeWork at office
Sibcy Cline
Cincinnati, OH3 days ago - ...Branch Office Administrator (BOA) pairs with financial advisors to help clients achieve their long-term financial goals. As a BOA, you provide administrative support to a single advisor or a team of multiple advisors. You’ll assist with client accounts, facilitate communication...Full timeTemporary workWork at officeHome officeFlexible hours
Edward Jones
Stephens City, VA4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Branch Office Administrator - Ithaca, NY. Be the first to apply!
Related searches