branch office manager

Groundworks

<div>Ready to build your future? We're Groundworks, North America's leading foundation repair and water management specialist. We're more than a company - we're a team driven by purpose. As a Top Workplace, we're looking for top talent to fuel our mission: to protect, repair, and improve our customers&rsquo; greatest asset &ndash; their home.
But what makes us a great place to work? Here, you'll find real career growth, comprehensive and affordable benefits, a culture that values hard work and innovation, and company ownership equity. Whether you&rsquo;re starting your career or looking for your next big move, we offer hands-on training, advancement opportunities, and the chance to make a real impact every day.
Join us and lay the foundation for your success. Apply today!
Mount Valley Foundation Services, A Groundworks Company, is seeking a talented Office Manager to join our tribe in Charleston, SC!
The Office Manager is the backbone and a key player to daily branch operations. The Office Manager leads all administrative functions in compliance with all local, state and company standards and supports the businesses development and customer service functions.
Duties and Responsibilities<ul><li>
Serves as customer advocate and ensures that each branch department is fully engaged and connected with our customers</li><li>
Supports the operation with job costing, scheduling and permitting</li><li>
Communicates and works closely with Accounting and Human Resources departments to manage administrative tasks related to employees such as onboarding, pay, and timekeeping</li><li>
Manages various office administrative staff</li><li>
Reports, tracks, and monitors progress and improvements routinely to Operational Leaders as it relates to overall branch needs and health</li><li>
Helps maintain customer service through resolution</li><li>
It is an essential function of this job that the employee regularly and reliably reports to work on time each working day.</li><li>
All other duties as assigned</li></ul>
Qualifications<ul><li>
Technical degree preferred but not required</li><li>
2-4 years of work experience in management with direct customer service</li><li>
Construction or home services experience is a plus</li></ul>
Working Conditions<ul><li>
Full-time</li><li>
Onsite: NEW branch location: 139 Hanniford Dr. N Charleston, SC 29418. (The previous location was 1850 Ashley River Rd, Charleston, SC 29407.)</li><li>
Ability to sit for extended periods, use fine motor skills for tasks like typing and document handling, good vision for reading and reviewing documents, and clear communication abilities for in-person and phone interactions with employees.</li><li>
Minimal physical exertion beyond basic mobility around the office environment, or travel to different locations by car or through airports and flights.</li></ul>
What We Provide<ul><li>
Competitive Pay</li><li>
Employee Company Ownership Opportunities</li><li>
Industry Leading Training Programs</li><li>
Leadership Development and Career Growth Tracks</li><li>
Comprehensive and Affordable Benefits Package</li><li>
Top Workplace with Award Winning Culture</li></ul></div>

Office Manager

Westfield Bank

<div>Position: Business Specialist
Department: Bloomfield Branch

Job Status: Full Time
FLSA Status: Exempt
Grade: 10
Reports to: Branch Manager
Amount of Travel Required: Some Travel
Positions Supervised: None

POSITION SUMMARY

Primarily responsible for business development in assigned territory with a minimum of 50%-60% of time spent on business development activities. Supports Branch Manager with the leadership and management of branch service, sales, operations as needed.

ESSENTIAL FUNCTIONS
<ul>
<li>Applies the Westfield Bank Service and Sales Process during customer interactions to acquire, enhance, and service customer relationships.</li>
<li>Builds pipeline of current and future business prospects through market research and business calling activities.</li>
<li>Collaborates with internal and external partners to meet business customers&rsquo; commercial lending, cash management and merchant service&rsquo;s needs.</li>
<li>Takes small business and home equity loan applications and serves as a liaison between customer and loan processor until loan closes.</li>
<li>Resolves customer inquiries and complaints. Manages the grey areas.</li>
<li>Opens new business and personal accounts, cross sells bank products and services, and performs service transactions including wire transfers, check approvals, and fee waivers and refunds.</li>
<li>Obtains official designations/certifications as required (i.e. notary public, medallion, etc.).</li>
<li>Participates in community and professional organizations.</li>
<li>Drives business deposit and loan growth and meets assigned sales goals.</li>
<li>Assists business customers with deposit, credit, and digital banking products, and general service needs.</li>
<li>Assists Branch Manager with the leadership and management of branch team by:<ul><li>
Creating a team environment focused on producing an exceptional customer experience.</li></ul>
</li><li>Maintains and supervises general bank security, responds to alarm company/police for off-hours alarm issues, and addresses issues as they arise.</li>
<li>Must complete BSA, AML, and other Regulatory and Continuing Education as assigned.</li>
<li>Must adhere to all bank and regulatory policies and procedures specific to position.</li>
<li>Assumes additional responsibilities as requested.</li>
</ul>
POSITION QUALIFICATIONS
Competencies
<ul><li>Business Development
</li><li>Customer Relations</li>
<li>Decision-Making/Judgement
</li><li>Quality
</li><li>Sales Results</li>
</ul>
Education/Experience/Skills
<ul><li>High School Diploma or GED required. Associate's degree Preferred.
</li><li>Previous sales, customer service and supervisory experience required.
</li><li>A minimum of 2 years of previous business development experience preferred.</li>
</ul>
Physical Demands
Stand: O (Occasionally)

Walk: O (Occasionally)

Sit: F (Frequently)

Handling / Fingering: F (Frequently)

Reach Outward: F (Frequently)

Reach Above Shoulder: O (Occasionally)

Climb: O (Occasionally)

Crawl: O (Occasionally)

Squat or Kneel: O (Occasionally)

Bend: O (Occasionally)

Lift/Carry

10 lbs or less: F (Frequently)

11-20 lbs: F (Frequently)

21-50 lbs: O (Occasionally)

51-100 lbs: N (Not Applicable)

Over 100 lbs: N (Not Applicable)

Push/Pull

12 lbs or less: O (Occasionally)

13-25 lbs: O (Occasionally)

26-40 lbs: O (Occasionally)

41-100 lbs: O (Occasionally)

N (Not Applicable) Activity is not applicable to this occupation.

O (Occasionally) Occupation requires this activity up to 33% of the time (0-2.5+ hrs/day)

F (Frequently) Occupation requires this activity from 33%-66% of the time (2.5-5.5+ hrs/day)

C (Constantly) Occupation requires this activity more than 66% of the time (5.5+ hrs/day)

Other Physical Requirements

None

Westfield Bank has reviewed this job description to ensure that essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.</div>

Business Specialist (FT) Bloomfield Branch

Edward Jones

<div>Position Schedule: Full-Time 
 
Branch Address: 9750 Covington Cross Drive, Suite 190, Las Vegas, NV 
 
This job posting is anticipated to remain open for 30 days, from 12-Apr-2026. The posting may close early due to the volume of applicants. 
 
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: 
<ul><li>
Comprehensive 6-month training including an experienced peer to help mentor you</li><li>
A wide support network that extends from your branch office to your region to the home office</li><li>
You'll often work independently but will have a team of thousands backing you every step of the way</li></ul> 

Can you see yourself... 
<ul><li>
Delivering exceptional personalized service to ensure clients feel understood and informed</li><li>
Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year</li><li>
Actively listen for situations in the clients' lives that may indicate a need for additional services</li><li>
Driving marketing activities such as planning and executing events</li></ul> 

You can also expect... 
<ul><li>
A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions</li><li>
An inclusive environment where everyone's different viewpoints are valued and help to achieve results.</li><li>
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</li><li>
Full-time Associates receive the following benefits:<ul><li>
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&amp;D coverage. Short- and long-term disability, basic life, and basic AD&amp;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.</li></ul></li></ul> 

You'll be competitively compensated... 
<ul><li>
Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.</li><li>
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.</li>
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. 
<li>
</li></ul> 
 
Hiring Minimum: $23.85 
 
Hiring Maximum: $25.82 
<ul><li>

Skills/Requirements</li></ul> 

What skills would make you a successful BOA? 
<ul><li>
Analytical Thinking</li><li>
Attention to Detail</li><li>
Adaptability</li><li>
Conversational Skills</li><li>
Digital Tool Utilization</li><li>
Team Collaboration</li></ul> 

Role Requirements 
<ul><li>
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.</li><li>
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.</li><li>
Administrative &amp; 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.
</li><li>Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.</li></ul><ul><li> 
Awards &amp; Accolades</li></ul> 
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 &amp; Information Blog Postings about Edward Jones 
 
Check out our Canadian awards and accolades: Insights &amp; Information Blog Postings about Edward Jones 
<ul><li>

About Us</li></ul> 
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500&sup1; 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. 
 
&sup1;Fortune 500, published June 2024, data as of December 2023. 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.</div>

Branch Office Administrator

<div>Position Schedule: Full-Time 
 
Branch Address: 12814-F Shank Farm Way, Hagerstown, MD 
 
This job posting is anticipated to remain open for 30 days, from 10-Apr-2026. The posting may close early due to the volume of applicants. 
 
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: 
<ul><li>
Comprehensive 6-month training including an experienced peer to help mentor you</li><li>
A wide support network that extends from your branch office to your region to the home office</li><li>
You'll often work independently but will have a team of thousands backing you every step of the way</li></ul> 

Can you see yourself... 
<ul><li>
Delivering exceptional personalized service to ensure clients feel understood and informed</li><li>
Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year</li><li>
Actively listen for situations in the clients' lives that may indicate a need for additional services</li><li>
Driving marketing activities such as planning and executing events</li></ul> 

You can also expect... 
<ul><li>
A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions</li><li>
An inclusive environment where everyone's different viewpoints are valued and help to achieve results.</li><li>
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</li><li>
Full-time Associates receive the following benefits:<ul><li>
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&amp;D coverage. Short- and long-term disability, basic life, and basic AD&amp;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.</li></ul></li></ul> 

You'll be competitively compensated... 
<ul><li>
Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.</li><li>
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.</li>
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. 
<li>
</li></ul> 
 
Hiring Minimum: $22.50 
 
Hiring Maximum: $24.36 
<ul><li>

Skills/Requirements</li></ul> 

What skills would make you a successful BOA? 
<ul><li>
Analytical Thinking</li><li>
Attention to Detail</li><li>
Adaptability</li><li>
Conversational Skills</li><li>
Digital Tool Utilization</li><li>
Team Collaboration</li></ul> 

Role Requirements 
<ul><li>
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.</li><li>
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.</li><li>
Administrative &amp; 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.
</li><li>Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.</li></ul><ul><li> 
Awards &amp; Accolades</li></ul> 
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 &amp; Information Blog Postings about Edward Jones 
 
Check out our Canadian awards and accolades: Insights &amp; Information Blog Postings about Edward Jones 
<ul><li>

About Us</li></ul> 
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500&sup1; 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. 
 
&sup1;Fortune 500, published June 2024, data as of December 2023. 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.</div>

<div>Position Schedule: Full-Time 
 
Branch Address: 111 Sw 5th Avenue Suite 2650, Portland, OR 
 
This job posting is anticipated to remain open for 30 days, from 10-Apr-2026. The posting may close early due to the volume of applicants. 
 
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: 
<ul><li>
Comprehensive 6-month training including an experienced peer to help mentor you</li><li>
A wide support network that extends from your branch office to your region to the home office</li><li>
You'll often work independently but will have a team of thousands backing you every step of the way</li></ul> 

Can you see yourself... 
<ul><li>
Delivering exceptional personalized service to ensure clients feel understood and informed</li><li>
Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year</li><li>
Actively listen for situations in the clients' lives that may indicate a need for additional services</li><li>
Driving marketing activities such as planning and executing events</li></ul> 

You can also expect... 
<ul><li>
A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions</li><li>
An inclusive environment where everyone's different viewpoints are valued and help to achieve results.</li><li>
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</li><li>
Full-time Associates receive the following benefits:<ul><li>
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&amp;D coverage. Short- and long-term disability, basic life, and basic AD&amp;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.</li></ul></li></ul> 

You'll be competitively compensated... 
<ul><li>
Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.</li><li>
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.</li>
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. 
<li>
</li></ul> 
 
Hiring Minimum: $26.10 
 
Hiring Maximum: $28.26 
<ul><li>

Skills/Requirements</li></ul> 

What skills would make you a successful BOA? 
<ul><li>
Analytical Thinking</li><li>
Attention to Detail</li><li>
Adaptability</li><li>
Conversational Skills</li><li>
Digital Tool Utilization</li><li>
Team Collaboration</li></ul> 

Role Requirements 
<ul><li>
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.</li><li>
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.</li><li>
Administrative &amp; 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.
</li><li>Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.</li></ul><ul><li> 
Awards &amp; Accolades</li></ul> 
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 &amp; Information Blog Postings about Edward Jones 
 
Check out our Canadian awards and accolades: Insights &amp; Information Blog Postings about Edward Jones 
<ul><li>

About Us</li></ul> 
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500&sup1; 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. 
 
&sup1;Fortune 500, published June 2024, data as of December 2023. 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.</div>

<div>Position Schedule: Full-Time 
 
Branch Address: 2576 Montgomery Hwy Suite 7, Dothan, AL 
 
This job posting is anticipated to remain open for 30 days, from 10-Apr-2026. The posting may close early due to the volume of applicants. 
 
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: 
<ul><li>
Comprehensive 6-month training including an experienced peer to help mentor you</li><li>
A wide support network that extends from your branch office to your region to the home office</li><li>
You'll often work independently but will have a team of thousands backing you every step of the way</li></ul> 

Can you see yourself... 
<ul><li>
Delivering exceptional personalized service to ensure clients feel understood and informed</li><li>
Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year</li><li>
Actively listen for situations in the clients' lives that may indicate a need for additional services</li><li>
Driving marketing activities such as planning and executing events</li></ul> 

You can also expect... 
<ul><li>
A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions</li><li>
An inclusive environment where everyone's different viewpoints are valued and help to achieve results.</li><li>
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</li><li>
Full-time Associates receive the following benefits:<ul><li>
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&amp;D coverage. Short- and long-term disability, basic life, and basic AD&amp;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.</li></ul></li></ul> 

You'll be competitively compensated... 
<ul><li>
Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.</li><li>
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.</li>
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. 
<li>
</li></ul> 
 
Hiring Minimum: $21.38 
 
Hiring Maximum: $23.14 
<ul><li>

Skills/Requirements</li></ul> 

What skills would make you a successful BOA? 
<ul><li>
Analytical Thinking</li><li>
Attention to Detail</li><li>
Adaptability</li><li>
Conversational Skills</li><li>
Digital Tool Utilization</li><li>
Team Collaboration</li></ul> 

Role Requirements 
<ul><li>
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.</li><li>
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.</li><li>
Administrative &amp; 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.
</li><li>Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.</li></ul><ul><li> 
Awards &amp; Accolades</li></ul> 
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 &amp; Information Blog Postings about Edward Jones 
 
Check out our Canadian awards and accolades: Insights &amp; Information Blog Postings about Edward Jones 
<ul><li>

About Us</li></ul> 
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500&sup1; 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. 
 
&sup1;Fortune 500, published June 2024, data as of December 2023. 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.</div>

The Body Aesthetics & Dental Care

Key Responsibilities:<ul><li>Manage front desk operations and ensure smooth patient flow</li><li>Supervise receptionists and front desk executives</li><li>Ensure professional patient greeting, registration, and guidance</li><li>Manage appointments, scheduling, rescheduling, and confirmations</li><li>Coordinate between patients, doctors, and treatment staff</li><li>Handle patient inquiries (walk-in, calls, WhatsApp, social media leads)</li><li>Ensure accurate patient records, consent forms, and billing details</li><li>Handle patient complaints at front desk level and escalate when required</li><li>Ensure confidentiality and privacy of patient information</li><li>Maintain discipline, grooming, and customer-service standards at front desk</li></ul>Sales &amp; Coordination Duties:<ul><li>Explain treatments, packages, and promotions to patients</li><li>Ensure proper conversion of inquiries into consultations</li><li>Coordinate with marketing and branch manager for campaigns and deals</li><li>Track daily appointment, conversion, and cancellation reports</li></ul>Administrative Duties:<ul><li>Ensure daily cash closing and billing accuracy</li><li>Maintain front desk registers, logs, and reports</li><li>Train new front desk staff on SOPs and customer handling</li><li>Ensure cleanliness and professional appearance of reception area</li></ul>Authority:<ul><li>Front desk staff supervision and task assignment</li><li>Appointment and schedule management</li><li>Initial patient issue handling</li></ul>Job Type: Full-timePay: Rs40,000.00 - Rs60,000.00 per monthWork Location: In person

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