Branch Office Coordinator
4 days ago
We are seeking a highly skilled and motivated Branch Office Administrator to join our team at Edward Jones. As a key member of our branch team, you will play a critical role in delivering exceptional client service and supporting the financial advisor in achieving their goals.
Key Responsibilities- Provide exceptional client service and support to clients, ensuring they feel understood and informed.
- Actively participate in the annual business planning process to assist in developing strategies for the upcoming year.
- Drive marketing activities, such as planning and executing events, to promote our services and attract new clients.
- Work closely with the financial advisor to identify opportunities to create efficiency and improve client relationships.
- Manage multiple priorities in a deadline-driven environment, ensuring timely completion of tasks and projects.
- A comprehensive 6-month training program, 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.
- 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.
- A rewards program that promotes a long-term career, your financial security, and your family's well-being.
- Ability to deepen and broaden client relationships.
- Ability to identify opportunities to create efficiency.
- Strong ability to work independently.
- Ability to manage multiple priorities in a deadline-driven environment.
- Proficient in current and new office technology.
- Willingness to learn how financial services/markets work.
-
Branch Office Administrator
4 weeks ago
Santa Rosa, California, United States Edward Jones Full timeAbout the RoleWe are seeking a highly skilled and motivated Branch Office Administrator to join our team at Edward Jones. As a key member of our branch team, you will play a critical role in delivering exceptional client service and supporting our financial advisors in achieving their goals.Key ResponsibilitiesDevelop and maintain strong relationships with...
-
Branch Office Administrator
2 weeks ago
Santa Rosa, California, United States Edward Jones Full timeAbout the RoleWe are seeking a highly skilled and motivated Branch Office Administrator to join our team at Edward Jones. As a key member of our branch team, you will play a critical role in delivering exceptional client service and supporting the financial advisor in achieving their goals.Key ResponsibilitiesProvide personalized service to clients, ensuring...
-
Branch Office Administrator
3 days ago
Santa Rosa, California, United States Edward Jones Full timeAbout the RoleWe are seeking a highly skilled and motivated Branch Office Administrator to join our team at Edward Jones. As a key member of our branch team, you will play a critical role in helping our clients achieve their financial goals.Key ResponsibilitiesDeepen and broaden client relationships through exceptional personalized serviceIdentify...
-
Branch Office Coordinator
2 days ago
Santa Maria, California, United States Edward Jones Full timeJob OverviewWe are seeking a highly motivated and organized Branch Office Administrator to join our team at Edward Jones. As a key member of our branch team, you will play a critical role in providing exceptional client service and supporting the financial advisor in achieving their goals.Key ResponsibilitiesDeepen and broaden client relationships through...
-
AAA Branch Associate
1 month ago
Santa Rosa, California, United States AAA Northern California, Nevada & Utah Full timeAbout the RoleWe're seeking a highly motivated and customer-focused individual to join our team as a Member Experience Associate. As a key member of our branch team, you will be responsible for delivering exceptional service and value to our members through genuine care, personal service, and meeting their needs and expectations.Key ResponsibilitiesProvide...
-
AAA Branch Associate
1 month ago
Santa Rosa, California, United States AAA Northern California, Nevada & Utah Full timeAbout the RoleWe're seeking a highly motivated and customer-focused individual to join our team as a Member Experience Associate. As a key member of our branch team, you will be responsible for delivering exceptional service and value to our members through genuine care, personal service, and meeting their needs and expectations.Key ResponsibilitiesProvide...
-
AAA Branch Associate
1 month ago
Santa Rosa, California, United States AAA Northern California, Nevada & Utah Full timeAbout the RoleWe're seeking a highly motivated and customer-focused individual to join our team as a Member Experience Associate. As a key member of our branch team, you will be responsible for delivering exceptional service and value to our members through genuine care, personal service, and meeting their needs and expectations.Key ResponsibilitiesProvide...
-
Branch Office Administrator
4 weeks ago
Santa Maria, California, United States Edward Jones Full timeAbout the RoleWe are seeking a highly skilled and motivated Branch Office Administrator to join our team at Edward Jones. As a key member of our branch team, you will play a critical role in delivering exceptional client service and supporting our financial advisors in achieving their goals.Key ResponsibilitiesDevelop and maintain strong relationships with...
-
Office Coordinator
4 days ago
Santa Rosa, California, United States BOLT Staffing Full timeJob Title: Office Assistant Job Location: Santa Rosa, California Pay Rate: $20-$22/hour Job Type: Long Term Temporary Schedule: Monday - Friday, 8:00 am - 4:30 pm Job Description: We are seeking an experienced Office Assistant to join our team at BOLT Staffing. As an Office Assistant, you will provide administrative support to our government agency...
-
Office Coordinator
3 weeks ago
Santa Rosa, California, United States BOLT Staffing Full timeJob Title: Office AssistantJob Summary:We are seeking a highly organized and detail-oriented Office Assistant to join our team at BOLT Staffing. As an Office Assistant, you will provide administrative support to our staff and clients, ensuring the smooth operation of our office. Key Responsibilities:• Provide exceptional customer service to clients and...
-
Branch Operations Coordinator
1 month ago
Santa Clarita, California, United States WELLS FARGO BANK Full timeAbout Wells FargoWells Fargo is a leading financial services company that offers a wide range of banking and financial services to individuals, businesses, and institutions. We are committed to helping our customers achieve their financial goals and live their best lives.Job SummaryWe are seeking a highly motivated and detail-oriented Branch Operations...
-
Branch Office Support Professional
1 week ago
Santa Maria, California, United States Edward Jones Full timeAbout the RoleWe are seeking a highly motivated and organized Branch Office Administrator to join our team at Edward Jones. As a key member of our branch team, you will be responsible for providing exceptional client service, supporting our financial advisors, and contributing to the overall success of our office.Key ResponsibilitiesDeliver exceptional...
-
Community Office Coordinator
1 month ago
Santa Rosa, California, United States Hometown America Management. Full timeJob DescriptionHometown America Management is committed to fostering a workplace culture that values diversity, equity, and inclusion. We strive to create a work environment where all team members have the opportunity to contribute to the company's success and are valued for their skills, experience, and perspectives.We are seeking a part-time office...
-
Santa Rosa, California, United States Character Builders, Inc. Full timeJob DescriptionWe are a construction company specializing in high-end residential construction and renovations in the Sonoma and Napa Counties area. Our company has over 30 years of experience in building and remodeling, and we are focused on delivering high-quality construction and excellent customer service to our clients.Position Overview: We are seeking...
-
Office Coordinator
1 week ago
Santa Rosa, California, United States BOLT Staffing Full timeJob Title: Office AssistantJob Summary:We are seeking a highly organized and detail-oriented Office Assistant to join our team at BOLT Staffing. As an Office Assistant, you will provide administrative support to our staff and clients, ensuring the smooth operation of our office.Key Responsibilities:Provide exceptional customer service to clients and...
-
Mortgage Branch Manager and Loan Officer
4 weeks ago
Santa Ana, California, United States LoanLock Full timeUnlock Your Potential as a Mortgage Branch Manager and Loan OfficerAre you a seasoned loan officer or branch manager looking to take your career to the next level? LoanLock, a leading direct lender with an impeccable reputation, is seeking dynamic individuals to join our growing team.We offer a wide range of loan products, including Fannie Mae, Freddie Mac,...
-
Branch Supervisor
2 weeks ago
Santa Maria, California, United States COASTHILLS FEDERAL CREDIT UNION Full timeJob SummaryCoastHills Federal Credit Union is seeking a highly skilled Branch Supervisor to oversee the daily operations of our branch and direct reports. As a key member of our team, you will be responsible for efficiently managing the branch's activities, ensuring excellent member service, and promoting a positive image of the Credit Union.Key...
-
Branch Supervisor
2 days ago
Santa Maria, California, United States COASTHILLS FEDERAL CREDIT UNION Full timeJob SummaryCoastHills Federal Credit Union is seeking a highly skilled Branch Supervisor to oversee the daily operations of our branch and direct reports. As a key member of our team, you will be responsible for efficiently supervising the branch, resolving complex member issues, and promoting a positive image of the Credit Union.Key ResponsibilitiesPlan,...
-
Business Office Coordinator
4 weeks ago
Santa Rosa, California, United States Carmax Full timeAbout the RoleCarmax Corby Avenue is seeking a highly organized and detail-oriented Business Office Associate to join our team. As a key member of our office staff, you will be responsible for providing administrative support to all store departments.Key ResponsibilitiesComplete administrative tasks to support store operationsProvide exceptional customer...
-
Business Office Coordinator
2 weeks ago
Santa Rosa, California, United States Carmax Full timeAbout the RoleCarmax Corby Avenue is seeking a highly organized and detail-oriented Business Office Associate to join our team. As a key member of our office staff, you will be responsible for providing administrative support to all store departments, ensuring seamless day-to-day operations.Key ResponsibilitiesComplete administrative tasks to support store...