Branch Office Administrator - 61662 - Sebring, FL

Edward Jones Sebring , FL 33871

Posted 1 week ago

Opportunity Overview

Play an important role in helping others - and yourself - achieve goals

Edward Jones is a privately owned Fortune 500 Company known for building quality, one-to-one relationships with our clients through more than 14,000 Financial Advisors (FA) across the United States and Canada. Our goal is to build our branch office network to 20,000 FAs and we are searching for talented individuals to help us achieve that vision.

Each FA is supported by a Branch Office Administrator who

  • Partners with the FA to build deep, trusted client relationships

  • Enables the FA to focus on providing tailored, solutions-based advice, and

  • Delivers exceptional client service.

Client service

Edward Jones FAs are known for building quality, one-to-one relationships with their clients - and they're able to maintain those relationships with the help of the BOA. When clients have questions, the FA will often depend on the BOA to provide a timely response.

Client development

An effective marketing communications program is only as strong as the person who implements it on a daily basis. At the FA's direction, the BOA updates prospect and client data records, executes direct mail programs, assists with planning seminars, and makes follow-up phone calls to set or confirm appointments. The BOA also helps the FA deepen existing client relationships by recognizing opportunities during day-to-day client interactions, proactively preparing a variety of reports for scheduled appointments, and scheduling systematic contact activities.

Region and firm assistance

To improve region performance and support our growing firm, we have established a number of regional support programs for all BOAs. While not required, experienced BOAs often volunteer for a program such as mentoring, BOA meeting planning or presentations. They help with an occasional branch visit, workshop or special project.

Certain BOAs will also have the opportunity to play a larger role in their region if their FA holds one of the key leadership positions. This generally involves scheduling meetings, communicating with other branches and compiling reports. Many branches also host a FA trainee for several weeks. In this case, the BOA can be called upon to help the new FAs become familiar with processing systems and office record keeping.

Office administration

This position is ideal for a well-organized person who enjoys multi-tasking and working with both technology and people. Daily office administration duties include assisting the FA in creating and meeting business plans, overseeing appointment setting and schedules, and processing deposits and transactions.

Investing in You

Working at Edward Jones offers many rewards, and our commitment to sharing the firm's success with those who create it makes our total return different from that of other firms. We recognize individual efforts through a competitive reward program and a unique culture that promotes a long-term career, contributes to your financial security, and encourages your and your family's well-being.

Position Requirements

This multi-faceted role is part client service, part client development, and part office management and administration: The branch office administrator (BOA) position requires that you possess the following core competencies:

  • Exceptional client service abilities

  • Critical thinking capabilities

  • Strong initiative, with the ability to stay focused and proactive while working independently

  • Effective written and verbal communication skills

  • A focus on detail and accuracy

  • The aptitude to learn and understand the financial services industry

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Automotive Technician Entry Level Sebring FL

Valvoline Instant Oil Change

Posted 2 weeks ago

VIEW JOBS 4/5/2019 12:00:00 AM 2019-07-04T00:00 Schedule : Both: Full-Time and Part-Time Location : Sebring, FL US JobDescription : Accelerate your potential Geared for the Driven Interested in a rewarding career with great pay, outstanding benefits and the opportunity to grow? Valvoline Instant Oil ChangeSM (VIOC), a division of ValvolineTM, is hiring Automotive Technicians. Whether you're looking for a part-time job with flexible hours or a full-time career with excellent advancement potential, you'll find it all at VIOC. With an award-winning training program and fair and honest values, we're here to help you reach every milestone and have some fun in between. What you'll do As an Automotive Technician you will help drive the continued success of VIOC by providing reliable and impeccable preventive maintenance service. Through face-to-face interactions, you will act as a trusted advisor to our customers, evaluating their needs and performing maintenance to keep their vehicle serviced and safe on the road. * Evaluate customers' needs, working quickly and efficiently * Contribute to a fun team atmosphere * Master products, services and company knowledge * Perform automotive preventive maintenance such as changing oil, checking and refilling other vehicle fluids, replacing filters, and inspecting and replacing lights and wipers * Maintain a clean and safe workplace How you'll succeed * You are friendly and ready to work as part of a customer-focused team * Have an eagerness to learn * You can lift up to 50 pounds * Have full mobility and the ability to work with your hands above your head * Can stand for extended periods of time and climb stairs Why choose a career with VIOC? For over 30 years, we've been bringing the convenience of fast, friendly maintenance service to busy people. Today, we operate over 1,100 locations across the U.S. and growing. We're passionate about cars, but we're really in the business of taking care of people. We live by the policy of promoting from within and maintaining an unwavering dedication to hiring, developing and supporting the best talent in the world. Isn't it time you aligned your career to your needs? Join us today! Benefits include: * Competitive pay & flexible work schedule * On-the-job training * We promote from within– a commitment we are passionate about * No late evenings * Paid vacation, holidays, and sick time* * Medical, dental, vision, and 401(k) savings plans* * Terms and conditions apply and benefits may differ depending on location Valvoline is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, or protected veteran status and will not be discriminated against on the basis of disability DisplayJobId : Tech_GQ43 Category : Retail Valvoline Instant Oil Change Sebring FL

Branch Office Administrator - 61662 - Sebring, FL

Edward Jones