Branch Office Administrator - Panama City, FL
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 - Panama City, FL in Panama City, FL vacancy
- Job Title Customer Service Inbound, Billing & Customer Support Calls Telemarketing Experience Preferred Job Description This is a remote position. Leverage your customer service expertise and provide billing support to a Company's customers, all from the comfort...SuggestedRemote workWork from home
- ...CLS-Administrative Assistant FL-DCF-Panama City-CLS-Administrative Assistant - PT 30 hours a week, Monday - Friday, 8 am -5 pm. Work Environment: Professional office Candidate Responsibilities: Supports Regional Director, Managing Attorney, Attorney Supervisor and CLS...SuggestedWork at officeMonday to Friday
nLeague
Panama City, FL5 days ago - Job Description Job Description Company description Service Measure (SM) is a field data collection company founded in 2013 in New York. We collect data where automation is not possible. We count features, take pictures, make videos, record speech, and ...SuggestedMonday to FridayWeekend work
$15 - $15.5 per hour
...you’re working in our four global Home Offices, Distribution Centers or Retail Stores... ...in the execution of store related administrative functions. Ensures an excellent customer... ...Street Location: USA TJ Maxx Store 0564 Panama City FL This position has a starting pay range...SuggestedHourly payTemporary workWork at officeLocal areaWorldwideHome officeFlexible hoursNight shiftThe TJX Companies , Inc.
Panama City, FL4 days ago- ...Agency: Department of Revenue Working Title: ADMINISTRATIVE SECRETARY - 73000791 T he Florida... ...Operations - Collection Process located in the Panama City Service Center. The incumbent compiles... ...announcement. Location: PANAMA CITY, FL, US, 32405 PANAMA CITY, FL, US, 32404 PANAMA...SuggestedWork experience placementH1bMonday to FridayNight shift
State of Florida
Panama City, FL1 day ago $20 - $25 per hour
...In this role, the Executive Assistant will provide a high level of administrative and organizational support for the Chief Executive Officer and Executive Team. This position is onsite at our Panama City Corporate office. Your responsibilities include the following:...Hourly payWork at officePANCARE OF FLORIDA, INC.
Panama City, FL4 days ago- ...Assistant Manager 4129 Cherry St, Panama City, FL ID#P1-679251-7 Flynn Hut joined the Pizza Hut system in 2021. In 2023, we expanded internationally acquiring Pizza Hut's master franchisee in Australia with 260+ units. Today we are the largest Pizza Hut franchisee...Work experience placement
Pizza Hut
Panama City, FL3 days ago - ...Automotive Assistant and Service Managers to join our state-of-the-art automotive service and retail tire sales centers in the Panama City, FL area. About the Position of Assistant Manager As a future leader of Mavis, the Assistant Manager supports the Store Manager to...Weekly payFull time
Mavis Tire
Panama City, FL1 day ago $16.73 - $22.5 per hour
...Overview Position: Unit Secretary Location: Panama City, FL Schedule: Full-Time, Nights (7pm-7am) Compensation: $16.73 - $22.50 Select Specialty Hospital - Panama City is a critical illness recovery hospital committed to providing world-class inpatient post...Full timeNight shiftSelect Specialty Hospital
Panama City, FL2 days ago$20 - $24 per hour
...Assistant Dental Office Manager page is loaded## Assistant Dental Office Managerlocations: Panama City, Floridatime type: Full timeposted on: Posted Todayjob requisition id: R2026-004818At Aspen Dental, we put You First, offering the security and job stability that comes...Full timeWork at officeRelocation packageFlexible hoursNight shiftASPEN DENTAL GROUP, PC
Panama City, FL2 days ago- ...and Service Managers to join Team Mavis at one of our state-of-the-art automotive service and retail tire sales centers in the Panama City, FL area. With over 2,000 retail locations, Mavis is one of the largest tire sales and automotive repair chains in the United States...Weekly payFull timeImmediate start
Mavis Tire Supply
Panama City, FLa month ago $17.05 per hour
...per hour Location: 5400 Bay Line Dr., Panama City, FL, 32404 Status: Full Time, Monday Friday... .... Performs a variety of clerical and administrative duties in with American Correctional Association... ...as required. 7. Maintain appropriate office supplies for the department. 8....Hourly payFull timeWork at officeMonday to FridayManagement & Training Corp.
Panama City, FL2 days ago- ...AR / Collections Specialist & Office Administrator Surfside Laundry is seeking a dependable and... ...Administrator to join our team at our Panama City Beach facility. This role is ideal for... ...Surfside Laundry in Panama City Beach, FL as our AR / Collections Specialist & Office...Work at office
Tru by Hilton
Panama City Beach, FL3 days ago $50k
...seeking the following position:*** CONTINGENT ON CONTRACT AWARD ***JOB TITLE:GENERAL CLERK IIIJOB PURPOSE:Perform all management and administrative functions for maintaining the special/general purpose vehicle fleet, weapon systems fleet, organizational equipment, shop...Full timeContract workTemporary workFor contractorsLocal areaWorldwideLeo Tech, LLC
Panama City, FL8 days ago$17.05 per hour
...per hr. Location: 5400 Bay Line Dr., Panama City, FL, 32404 Status: Full Time, Monday Friday... ...related to inmate correspondence. Perform administrative duties necessary to ensure the... ...outgoing mail each afternoon to the post office. Ensure offenders do not handle other...Full timeWork at officeManagement & Training Corp.
Panama City, FL2 days ago$50k - $60k
...Surfside Laundry – Parent 170 Griffin Blvd, Panama City Beach, FL Full Time About the Company Surfside... ...the Human Resources department with administrative tasks and employee coordination.... ...and General Managers with day‑to‑day office duties and organizational tasks. Manage...Weekly payFull timeWork at officeBy The Sea Resorts
Panama City Beach, FL2 days ago- ...ManagerRequirementsEducation/Experience: BA/BS Degree in Business Administration, Management, Construction, or... ...communicate clearly with managers, office workers, and craft workers verbally and... ...characteristic under state or local law.SummaryLocation: Panama City, FLType: Full timeFull timeContract workFor subcontractorWork at officeLocal areaFlexible hoursNight shift
$19 - $27 per hour
...none are listed, there are no preferred qualifications. Auto service industry, Retail Experience Primary Location 1707 W 23rd St, PANAMA CITY, FL 32405-2916, United States of America Walmart and its subsidiaries are committed to maintaining a drug‑free workplace and has a...Hourly payMinimum wageFull timeTemporary workPart timeSam's Club
Panama City, FL4 days ago- ...AutoNation is seeking a Service Advisor to bridge customers and our service team in Panama City, FL. You’ll greet customers, assess vehicle needs via walk-arounds and test drives, and guide them through recommended maintenance with clear, transparent pricing. Responsibilities...
AutoNation
Panama City, FL4 days ago - ...Your future role at a glance Location: Panama City, FL Facility: Ascension Sacred Heart Bay Hospital Department: Trauma Service Schedule: Day | Full-time | 7am - 3:30pm Life at Ascension: Where purpose meets opportunity Ascension is a leading...Full timeLocal area
Ascension
Panama City, FL4 days ago $14 - $27 per hour
...Employment Type: Part-Time Available shifts: Mid-Shift, Closing Location Walmart Supercenter #3075 513 W 23RD ST, PANAMA CITY, FL, 32405, US Job Overview Front End Service associates are focused on compliance and customer service. They smile, greet and...Hourly payMinimum wageFull timeTemporary workPart timeShift workWalmart
Panama City, FL4 days ago$16 - $19 per hour
...Panama City, Florida Full-Time $16-$19 per hour Key Responsibilities Greet patients and visitors... ...inquiries to appropriate clinical or administrative staff Maintain organized patient... ...reporting and reconciliation of front office financials Collaborate with clinical and...Hourly payFull timeWork at officeFlexzo Ai
Panama City, FL3 days ago- ...Data Entry Operator | Junior (Remote) Panama City, FL, United States Job Openings Data Entry Operator | Junior (Remote) About the Job Data Entry Operator | Junior (Remote) Important: You Will Receive An Email Within Next 2 Minutes After Applying, Check Your Inbox or Spam...Remote work
Only Data Entry
Panama City, FL4 days ago - ...Job Description Job Description **WE ARE LOCATED IN PANAMA CITY, FL** Service Advisor for John Lee Nissan wanted immediately. $2000.00 SIGN ON BONUS FOR PROVEN EXPERIENCE!! Seeking someone who will be responsible for writing vehicle service orders for our guests and...Immediate startRelocation package
JOHN LEE NISSAN
Panama City, FLa month ago - ...with hybrid work options. Whether you’re working from an AECOM office, remote location or at a client site, you will be working in a dynamic... ...is seeking a Document Control Specialist to be based in Panama.The responsibilities of this position include, but are not limited...Contract workLocal areaRemote workFlexible hours
$16 - $21.1 per hour
...Location: Ascension Sacred Heart Bay Medical Center. Panama City & Panama City Beach. Shift Hours: PRN- part time, work as needed. Open availability required for as needed shifts (day, evening, and overnight availability). Holiday and weekend availability is required...Hourly payPart timeReliefLocal areaShift workNight shiftWeekend workAfternoon shiftR1 RCM
Panama City, FL3 days ago- ...Office Coordinator Panama City Beach, FL Job Summary As an Office Coordinator, you will be a central team member, ensuring the smooth operations... ...homes. In this role, you will provide essential administrative and systems support across the division and...For subcontractorWork at officeHome office
- ...alternative application process. Part-Time Teller Regular Part-Time Panama City, FL, US 1 Attachments 3 days ago Requisition ID: 2321 At... ...or sustained attention to monitor Occasional lifting of basic office files or equipment up to 20 lbs Normal office environment with...Part timeWork at officeNight shift
- ...protected status. In 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... ...relationship at any time, with or without cause or notice. Part time 1973 W 15th Street, Panama City, Florida 32401 30754 Family Dollar...Contract workPart timeLocal area
Family Dollar
Panama City, FL4 days ago - ...Seltzer Management Group Inc is seeking a motivated Loan Servicing Administrator in Panama City, FL. In this role, you'll manage day-to-day operations of construction and permanent loan servicing, ensuring compliance and accuracy. You'll process loan documentation, manage...Permanent employment
Seltzer Management Group, Inc. Defunct
Panama City, FL5 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Branch Office Administrator - Panama City, FL. Be the first to apply!
Related searches