Fulfilling Career Opportunities for a Senior Branch Office Administrator

4 weeks ago


Morrisville, United States Edward Jones Full time
About the Role

As a Senior Branch Office Administrator at Edward Jones, you will be an integral part of our team, working closely with financial advisors to help clients achieve their long-term financial goals.

We are proud to serve over seven million clients, and our Sr. BOAs are a valued part of the client team, bringing unique experiences and professional backgrounds that contribute significantly to our success.

Key Responsibilities
  • Deliver exceptional personalized service to ensure clients feel understood and informed
  • Take 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
  • Drive marketing activities such as planning and executing events
What We Offer

We provide comprehensive 6-month training, including mentorship from an experienced BOA peer, to help you succeed in your role.

A wide support network extends from your branch office to your region to the home office, ensuring you have the resources you need to excel.

You will work independently but have a team of thousands backing you every step of the way.

Benefits
  • A competitive salary range of $65,000 - $85,000 per year
  • A comprehensive benefits package, including medical, dental, vision, and disability coverage
  • A 401k retirement plan and tax-advantaged accounts, including a health savings account and flexible spending account
  • 10 paid holidays, 15 days of vacation, sick time, personal days, and a paid day for volunteerism
  • Eligibility for bonuses and profit sharing
Requirements
  • 5+ years of related financial services, banking, or legal experience, with demonstration of job progression and responsibility
  • 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


  • Morrisville, 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...


  • Morrisville, 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...


  • Morrisville, 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...


  • Morrisville, 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...


  • Morrisville, 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...


  • Morrisville, 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...


  • Morrisville, United States Edward Jones Full time

    Job DescriptionWould 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...

  • Branch Manager

    2 days ago


    Morrisville, United States Duncan-Parnell Inc Full time

    Duncan-Parnell, one of the Southeast’s leading distributors of technology products and services for the construction, engineering, survey, manufacturing, and design industries, is looking for a Geospatial Branch Manager for our Morrisville, NC location. With the combination of our people, their commitment and dependability, and by offering great products...


  • Morrisville, United States JobRialto Full time

    Job Summary:The Administrative Specialist is responsible for performing various administrative and clerical duties to support the local operations. This role involves managing shipment reporting, processing orders, maintaining customer databases, and providing administrative assistance to the branch.Key Responsibilities:Complete the shipment reporting...


  • Morrisville, United States CAREER FOUNDATIONS, INC. Full time

    Job Summary:Career Foundations, Inc. is seeking an experienced Accounts Payable Administrator to join their team. As a key member of the finance department, this role will be responsible for processing vendor invoices, resolving discrepancies, and maintaining accurate financial records. With a strong focus on attention to detail and organizational skills,...


  • Morrisville, North Carolina, United States Duncan-Parnell Inc Full time

    Job SummaryThe Geospatial Branch Leader is a critical role that requires strong leadership and management skills. You will be responsible for managing a team of employees, developing and implementing business strategies, and ensuring compliance with company policies and procedures.Estimated Salary: $85,000 - $110,000 per yearRequired Skills:Strong leadership...


  • Morrisville, United States UNC Health Care Full time

    Description Become part of an inclusive organization with over 40,000 teammates, whose mission is to improve the health and well-being of the unique communities we serve. Summary: Plans, develops and coordinates the preparation of budgets, financial statements, statistical reports, cost analyses and other financial information. Performs complex and...


  • Morrisville, United States UNC Health Full time

    Become part of an inclusive organization with over 40,000 teammates, whose mission is to improve the health and well-being of the unique communities we serve. Summary: Plans, develops and coordinates the preparation of budgets, financial statements, statistical reports, cost analyses and other financial information. Performs complex and specialized...

  • Police Officer

    1 month ago


    Morrisville, United States Government Jobs Full time

    Government Jobs - Full time - $56,859.00 Annually Performs responsible law enforcement work in the areas of patrol, investigations, drugs and vice, school resource, traffic safety, K-9, professional standards, and other specialty units as may be formed. Work in the police officer classification requires a high degree of independence and judgment and will...


  • Morrisville, United States Integrity Marketing Group Full time

    About Caroline Senior Marketing Carolina Senior Marketing offers life, health and Medicare insurance plans through hundreds of independent agents and agencies across the United States. The company is renowned for its boutique service approach and ability to provide personalized marketing efforts that maximize each agent's or agency's unique skillset. In...


  • Morrisville, United States TalentBurst Full time

    Role: Office/Administration - Logistics Clerk Location: 4800 Davis Dr. Morrisville NC 27560 (Onsite role) Duration: 7 Months NC valid License is required - They will only need to get to the site there will be no required travel while working Shift 10:00am-6:30pm w/ 30 minute lunch 7:00pm if they want an hour Top 3 must haves: 1.I would like candidates from...


  • Morrisville, United States TalentBurst, Inc. Full time

    Role: Office/Administration - Logistics Clerk Location: 4800 Davis Dr. Morrisville NC 27560 (Onsite role) Duration: 7 Months NC valid License is required - They will only need to get to the site there will be no required travel while working Shift 10:00am-6:30pm w/ 30 minute lunch 7:00pm if they want an hour Top 3 must haves: 1.I would like candidates from...


  • Morrisville, United States A1 Consulting Group Inc Full time

    Job DescriptionJob DescriptionFull-Time & Part-Time Positions available: Seeking multi-tasked qualified individuals with business administration, digital marketing, and light book-keeping skills to serve as an Office coordinator and/or manager for a banquet and conference center and a civil engineering consulting firm (small business consortium).General...


  • Morrisville, Pennsylvania, United States PENNWOOD CROSSING Full time

    Pennwood Crossing Overview: At Pennwood Crossing, we value teamwork and strive to create a supportive work environment. As an Office Support Specialist, you will contribute to the success of our team by providing administrative assistance and ensuring the efficient operation of our office.Responsibilities: Answering and directing phone calls Maintaining...


  • Morrisville, United States HireNetworks Full time

    Job DescriptionJob DescriptionSenior Mobile Software Engineer – AndroidSeeking an experienced software engineer with strong experience developing mobile applications for Android! In this role, the Senior Mobile Software Engineer will join a growing mobile app team at a thriving software company in the education space, building features, fixing bugs, and...