Branch Office Administrator - Bloomington, IL

Full-time

Edward Jones HQ

{"description": " 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.

", "salary_raw": "Row(double=None, string=\"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 9 hours ago

Similar jobs that could be interesting for youBased on the Branch Office Administrator - Bloomington, IL in Bloomington, IN vacancy

Executive Assistant at Indiana University Bloomington, IN
$50k - $60k
...Executive Assistant job at Indiana University. Bloomington, IN. About the Office of the Vice President for International Affairs (IU Global) The... ...Department Specific Responsibilities Serves as the primary administrative and operational support to the Vice President (VP) for...
Suggested
Work experience placement
Work at office
Remote work
Visa sponsorship
Flexible hours
Indiana University
Bloomington, IN
5 days ago
Executive Assistant, Human Resources
$28.84 - $36.44 per hour
...oriented Executive Assistant to support the Chief Human Resources Officer (CHRO) and HR Leadership Team. The role requires exceptional... ...competing priorities. The position is based on-site at the Bloomington, MN office. Role Responsibilities Manage executive and HR leadership...
Suggested
Hourly pay
Work at office
Relocation
Relocation package
USA Donaldson Company Inc.
Bloomington, IN
3 days ago
Executive Assistant
$62k - $67k
..., you’ll provide strategic, high-level administrative and project support to leadership, ensuring... ..., expense tracking, and overall office organization—ensuring the team operates... ...consideration. This is an onsite position in our Bloomington, Indiana office. The IUF is committed...
Suggested
Work at office
Indiana University
Bloomington, IN
1 day ago
Key Holder - 3207 E. 3rd Street, Bloomington IN, 47401 (4)
Job Description Job Description Description: Big Red Liquors has been serving Indiana for over 50 years! We seek to offer incredible selection, vast product knowledge and superior customer service as a resource in the communities we serve. When you step into ...
Suggested
Bi-weekly pay
Local area
Big Red Liquors
Bloomington, IN
15 days ago
Aveda Mall of America - Key Holder Key Holder - Bloomington, mn
Description We are looking for a dynamic and inspirational Key Holder to support the Store Manager and Assistant Manager to ensure the smooth efficient running of the Store. You will use your outstanding coaching and mentoring skills to lead by example, modelling the ...
Suggested
Part time
Night shift
Rotating shift
AVEDA
Bloomington, IN
1 day ago
J.P. Morgan Wealth Management - Private Client Advisor - Bloomington/Bedford, IN
J.P. Morgan Wealth Management - Private Client Advisor - Bloomington/Bedford, IN role at JPMorganChase 2 days ago Be among the... ...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...
Full time
JPMorganChase
Bloomington, IN
4 days ago
Document Specialist - 3rd Shift
$26 - $30 per hour
...® hear you, and we’re here for you! We’re seeking a 3rd Shift Document Specialist to work at a premier pharmaceutical company in Bloomington, IN. Sound good? Take a closer look below. You owe it to yourself to consider this great new opportunity. Salary/Pay Rate/Compensation...
Temporary work
Local area
Monday to Friday
Shift work
Night shift
Day shift
Kelly Services
Bloomington, IN
4 days ago
Administrative Coordinator
$17 - $20 per hour
...first 25 applicants Realty Professionals, Bloomington provided pay range This range is... ...Real Estate Broker is seeking a dedicated Administrative Support professional to join their team... ...Handle the organization and maintenance of office systems, including filing, record‑...
Full time
Contract work
Work at office
Local area
Weekday work
Realty Professionals, Bloomington
Bloomington, IN
5 days ago
Medical Scheduler
$16 per hour
...established healthcare network in search of a customer-oriented individual for a contract-to-hire Patient Scheduling role based in the Bloomington, IN area! What You'll Be Doing Handle a high volume of calls daily to schedule appointments, procedures, and diagnostic...
Hourly pay
Contract work
Temporary work
Local area
LHH
Bloomington, IN
5 days ago
AE - Merchandising Team Leader (Assistant Manager)
...Bloomington, IN, 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 time
Temporary work
Part time
Casual work
Seasonal work
Local area
Flexible hours
American Eagle Outfitters
Bloomington, IN
4 days ago
Executive Administrative Coordinator
...Overview Schedule: Monday- Friday; 8:00am- 5:00pm Department Supported: President Administration - Bloomington Hospital Responsibilities Provides standard administrative and technical support to directors/senior level leadership. Manages director/senior leader-level calendars...
Monday to Friday
Nahse
Bloomington, IN
5 days ago
Executive Administrative Coordinator
...Direct Jobs is looking for an Administrative Support professional to provide administrative... ...technical support to senior leadership at Bloomington Hospital. The ideal candidate will... ...processing invoices. Proficiency in MS Office is a must. This role is essential for maintaining...
Direct Jobs
Bloomington, IN
2 days ago
Master Scheduler
...technology skills and aptitude. Experience with MRP systems, Microsoft office applications, primarily Word and Excel. Excellent... ...Constraints and cell manufacturing. Longtime client who is experiencing a lot of growth - this position will be based in Bloomington....
Work at office
MRINetwork
Bloomington, IN
3 days ago
Administrative Assistant
$25 per hour
...Administrative Assistant Midway Staffing is seeking a professional, organized, and detail-oriented... ...Assistant to support daily office operations. The ideal candidate will have... ...teams and external partners. Location: Bloomington, IN Schedule: MondayFriday, 9:00 AM5:00...
Weekly pay
Work at office
Midway Staffing
Bloomington, IN
3 days ago
Patient Experience Coordinator - Front Desk & Billing
...Athletico in Bloomington, IN is looking for a Patient Experience Coordinator to enhance patient interactions and manage front-office processes. This full-time position requires a focus... ...skills, experience in healthcare administration, and the ability to engage effectively...
Full time
AthletiCo
Bloomington, IN
3 days ago
Key Holder
Club Monaco is an international men’s and women’s lifestyle brand with a distinctly urban casual point of view, best defined as a play of opposites: mixing vintage with new, hard with soft and eclecticism with minimalism. Each season, Club Monaco offers customers must ...
Casual work
All shifts
Shift work
Club Monaco
Bloomington, IN
1 day ago
Unit Secretary - Emergency Services
...actively seeking new members to join its award-winning team! Monroe Hospital is a 32-bed community hospital located in beautiful Bloomington, Indiana. Monroe Hospital is committed to providing superior healthcare, ever mindful of each patient's individuality and unique...
Full time
Temporary work
Local area
Shift work
Monroe Hospital
Bloomington, IN
1 day ago
Office Coordinator
$18.17 per hour
...Office Coordinator Bloomington, IN, US, 47401 Pay Range: Starting at $18.17 depending on experience The Office Coordinator provides reception... ...facility security system. Coordinates with other Administrative staff in scheduling ID Badge pictures. Ensures completion...
Temporary work
Work experience placement
Work at office
Coca-Cola Consolidated
Bloomington, IN
4 days ago
Office Manager
...customers give us an average of 4.8-star rating. As a member of the office staff at Floor Coverings International, you are key to the... ...appointments when available (insurance and gas covered by the company). #J-18808-Ljbffr Floor Coverings International of Bloomington
Full time
Work at office
Local area
Immediate start
Floor Coverings International of Bloomington
Bloomington, IN
4 days ago
Part-Time Administrative Assistant
$17 per hour
...years. Job Summary Provides administrative support to a department or group of... ...annual newsletter. Gathers and posts office hours. Assists Department Manager with... .... Work Location Bloomington, Indiana Advertised Salary...
Hourly pay
Full time
Part time
Work experience placement
Work at office
Flexible hours
Indiana University
Bloomington, IN
5 days ago
Unit Secretary - Emergency Services
...actively seeking new members to join its award‑winning team! Monroe Hospital is a 32‑bed community hospital located in beautiful Bloomington, Indiana. The hospital is committed to providing superior healthcare, ever mindful of each patient's individuality and unique needs...
Full time
Temporary work
Local area
Shift work
Monroe Hospital
Bloomington, IN
5 days ago
Customer Service Associate I
...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, SC, SD, TN... ...at any time, with or without cause or notice. Part time 200 N Gates Dr, Bloomington, Indiana 47404-4822 01854 Dollar Tree...
Contract work
Part time
Local area
Dollar Tree
Bloomington, IN
4 days ago
Assistant Manager — Growth, Flexible Hours, Great Benefits
A family dining establishment is seeking an Assistant Manager for its Bloomington location. This fast-paced role supports restaurant operations, staff oversight, and adherence to company policies. Responsibilities include leading team members, enhancing guest satisfaction...
Flexible hours
Bob Evans Restaurants
Bloomington, IN
14 hours ago
Key Holder (Part Time)
Key Holder Position Boot Barn is where community comes first. We thrive on togetherness, collaboration, and belonging. We build each other up, listen intently, and implement out-of-the-box ideas. We celebrate new innovations, congratulate one another's achievements,...
Part time
Local area
Boot Barn
Bloomington, IN
1 day ago
Assistant Manager - 1255 S. College Mall Rd, Bloomington, IN (5)
Job Description Job Description Description: Big Red Liquors has been serving Indiana for over 50 years! We seek to offer incredible selection, vast product knowledge and superior customer service as a resource in the communities we serve. When you step into ...
Bi-weekly pay
Local area
Big Red Liquors
Bloomington, IN
15 days ago
Administrative Assistant
$31.67k
...Administrative Assistant Begin a fulfilling career with the State of Indiana by joining one... ...and preparing data, ordering office supplies, and assisting with various projects... ...Location: This position is located in INDOT's Bloomington Sub District. Salary: This position...
Full time
Work at office
Local area
State of Indiana
Bloomington, IN
4 days ago
Part-Time Administrative Assistant
$20 per hour
...to support the center's financial and administrative operations, including purchasing, payment... ...operate a computer and other standard office productivity equipment. The position involves... ...an accommodation. Work Location Bloomington, Indiana Advertised Salary $20.00 per...
Hourly pay
Full time
Part time
Work experience placement
Work at office
Flexible hours
Indiana University Northwest
Bloomington, IN
2 days ago
Part-Time Administrative Assistant
$15 per hour
...faculty and staff. Receives and cares for IIK visitors. Maintains office supplies and equipment. Organizes and manages filing systems... ...Strong problem solver Ability to plan and manage projects Bloomington, Indiana $15.00 per hour. Hours vary from week to week....
Hourly pay
Part time
Work experience placement
Work at office
Flexible hours
Indiana University
Bloomington, IN
4 days ago
Postal Clerk - Bloomington
NO EXPERIENCE REQUIRED – PAID TRAINING PROVIDED – JOB SECURITY The Postal Service is the largest government related agency in terms of employees. The Postal Service currently employs nearly 1 million people and is hiring nationwide. There is NO experience required, ...
US Postal Service
Bloomington, IN
20 days ago
Part-Time Outdoor Pool Assistant Manager, Recreational Sports
$19.1 per hour
...Work‑study eligible position. Job Details Date range: May 10, 2026 – August 29, 2026 Position type: Part‑time Employee Location: Bloomington, Indiana (IU Outdoor Pool – seasonal) Hours: Minimum of 20 hours per week; may work up to 29 hours per week across all positions...
Hourly pay
Part time
Work experience placement
Summer work
Seasonal work
Shift work
Afternoon shift
Early shift
Indiana University
Bloomington, IN
5 days ago

Do you want to receive more vacancies?

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