Branch Office Administrator

4 weeks ago


Folsom, United States Edward Jones Full time

Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals.Job OverviewPosition Schedule: Full-TimeBranch Address: 600 Coolidge Dr 185, Folsom, CA 95630If 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. We're proud to serve over seven million clients. Our BOAs are a valued part of the client team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results.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 youA wide support network that extends from your branch office to your region to the home officeYou'll often work independently but will have a team of thousands backing you every step of the wayCan you see yourself...Delivering exceptional personalized service to ensure clients feel understood and informedTaking an active role in the annual business planning process to assist in developing strategies for the upcoming yearActively listen for situations in the clients' lives that may indicate a need for additional servicesDriving marketing activities such as planning and executing eventsYou can also expect...A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributionsAn 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-beingFull-time Associates receive the following benefits:A compensation package that includes bonus potential, profit sharing, a 401k (U.S.) or Group RRSP (Canada) and comprehensive and competitive health benefits. Read more about our total compensation approach.Paid time off including vacation, sick, holidays and personal daysYou'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.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. 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.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. Hiring Minimum: $23.25Hiring Maximum: $27.17Read More About Job OverviewSkills/RequirementsWhat characteristics would make you a successful BOA?Ability to deepen and broaden client relationshipsAbility to identify opportunities to create efficiencyStrong ability to work independentlyAbility to manage multiple priorities in a deadline driven environmentProficient in current and new office technologyWillingness to learn how financial services/markets workQualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.Read More About Skills/RequirementsAwards & AccoladesAt 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 JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesRead More About Awards & AccoladesAbout UsJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 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 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.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.#LI-BOA



  • Folsom, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...


  • Folsom, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...


  • Folsom, CA, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...


  • Folsom, California, United States EP, LLC Full time

    Job SummaryWe are seeking a highly experienced and organized Medical Office Manager to oversee the daily operations of our medical office. The ideal candidate will have a strong background in medical administrative support, human resources, and financial management.Key ResponsibilitiesManage all aspects of the medical office, including staff supervision,...


  • Folsom, United States MIRACORP Full time

    Administrative Assistant Job Details Job Location Folsom, CA Position Type Full Time Education Level High School Salary Range $23.29 - $23.29 Hourly Description MIRACORP Inc. is a veteran, woman-owned firm specializing in federal government contract services. One competitive advantage is that services provided to customers are provided with...


  • Folsom, California, United States Hire Reactor Full time

    Job OverviewWe are seeking a highly organized and detail-oriented individual to join our team as an Executive Assistant. As a key member of our administrative team, you will provide exceptional support to our high-level staff, ensuring seamless execution of daily tasks and projects.Responsibilities include:Providing administrative support to senior-level...


  • Folsom, United States Hire Reactor Full time

    Company: OutployLocation: Folsom CA.About Us: Join our everexpanding team and become part of the Outploy family! We are seeking dedicated and motivated Administrative Assistants who are looking for longterm opportunities within our company. This role is perfect for individuals eager to take on projects and make a meaningful impact.Position Overview: This is...


  • Folsom, United States Ultimate Staffing Services Full time

    Job DescriptionJob DescriptionAre you detail-oriented and eager to learn? Join our client's growing team as an Administrative Assistant!About the Role:In this role, you'll be a key player in ensuring smooth transitions for new clients who have chosen to place their business with our client. Working closely with our Sales and Customer Service...


  • Folsom, California, United States Ultimate Staffing Services Full time

    Job SummaryWe are seeking an organized and detail-oriented Administrative Assistant to join our team at Ultimate Staffing Services. As an Administrative Assistant, you will play a key role in ensuring smooth transitions for new clients who have chosen to place their business with our client.About the Role:In this role, you will work closely with our Sales...


  • Folsom, United States SAFE Credit Union Full time

    Job SummaryThe Executive Assistant to the Chief Executive Officer provides comprehensive support to the CEO, managing the organization's office operations. This dynamic position requires the ability to anticipate needs, think critically, and offer solutions to problems with a high level of professionalism and confidentiality.Key ResponsibilitiesProvide...


  • Folsom, United States Patelco Credit Union Full time

    About Patelco Credit UnionWe are a not-for-profit credit union dedicated to building financial health and wellbeing for our members.With over 85 years of experience, we have grown from $500 in assets to over $9 billion in assets and are the 7th largest credit union in California with branches throughout Northern California.We are committed to delivering...

  • Executive Admin

    2 weeks ago


    Folsom, United States Certified Employment Group Full time

    Job DescriptionJob DescriptionNOT REMOTEExec admin,The ideal candidate will provide top-level administrative support to our CEO and senior executives, ensuring efficient operation and communication within the executive office. This role demands a high level of confidentiality, professionalism, and the ability to multitask in a fast-paced environment. ###...


  • Folsom, California, United States Allworth Financial Full time

    Tax Manager Job DescriptionWe're seeking a skilled Tax Manager to join our team at Allworth Financial. As a Tax Manager, you'll be responsible for providing tax services to our clients, including federal, state, and local income tax preparation, tax projections, and analysis. You'll also assist our advisors and financial planning team with strategic tax...

  • Executive Coordinator

    4 weeks ago


    Folsom, United States Hire Reactor Full time

    We are seeking a highly organized and detail-oriented individual to join our team as an Executive Coordinator. This role will provide administrative support to our high-level staff, ensuring seamless execution of daily tasks and projects.Key responsibilities include:Providing exceptional administrative support to senior staff membersMaintaining accurate and...

  • City Manager

    3 weeks ago


    Folsom, United States Bob Murray & Associates Full time

    Anchored in the foothills of the Sierra Nevada, the City of Folsom is comprised of beautiful parks and trails, family-oriented neighborhoods, and outstanding shopping, dining, and cultural options for visitors and residents alike. The City is renowned for highly ranked schools, excellent public safety with low crime rates, and a strong employer base. Folsom...

  • City Manager

    3 weeks ago


    Folsom, United States Bob Murray & Associates Full time

    Anchored in the foothills of the Sierra Nevada, the City of Folsom is comprised of beautiful parks and trails, family-oriented neighborhoods, and outstanding shopping, dining, and cultural options for visitors and residents alike. The City is renowned for highly ranked schools, excellent public safety with low crime rates, and a strong employer base. Folsom...


  • Folsom, United States Dr. James Yee Full time

    Job OverviewWe are seeking a skilled Medical Assistant to join our team at Dr. James Yee's medical office in Folsom. The ideal candidate will have experience with Epic and insurance-related tasks.Key ResponsibilitiesProvide exceptional patient care and supportAssist with administrative tasks and insurance claimsContribute to a fast-paced and positive work...


  • Folsom, United States The Terri Cicchetti Realty Group - Keller Williams Full time

    Job DescriptionWe are seeking a highly motivated and organized Operations Manager to join our team at The Terri Cicchetti Realty Group - Keller Williams. This individual will play a crucial role in supporting the daily functions of the team and driving growth through scalable operations solutions and relationship development.The Operations Manager will be...


  • Folsom, United States swipejobs Full time

    Administrative tasks such as managing news subscriptions, purchase orders and corporate store; other tasks as needed to support the DirectorProcesses and coordinates requests for tours; serves as the department’s liaison between internal and/or external clients for tours;Aggregate news coverage for internal distribution;Provides basic document formatting...


  • Folsom, United States swipejobs Full time

    Administrative tasks such as managing news subscriptions, purchase orders and corporate store; other tasks as needed to support the DirectorProcesses and coordinates requests for tours; serves as the department’s liaison between internal and/or external clients for tours;Aggregate news coverage for internal distribution;Provides basic document formatting...