BonitaSpringsRecruiter Since 2001
the smart solution for Bonita Springs jobs

Branch Office Administrator - 13318 - Bonita Springs, FL

Company: Edward Jones
Location: Bonita Springs
Posted on: July 6, 2019

Job Description:

Branch Office Administrator - 13318 - Bonita Springs, FL Job Description:Play an important role in helping others - and yourself - achieve goalsEdward 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 serviceEdward 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 developmentAn 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 assistanceTo 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 administrationThis 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 YouWorking 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.Company descriptionAt Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 14,000+ branch offices where our more than 7 million clients live and work.A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team's ability to build deep relationships with clients. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. Edward Jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors.Awards and Accolades For the 19th year, Edward Jones was named one of the "100 Best Companies to Work For" by FORTUNE magazine in its annual listing. The firm ranked No. 5 overall. These 19 FORTUNE rankings include top 10 finishes for 15 years, top 5 rankings for eight years and consecutive No. 1 rankings in 2002 and 2003.From FORTUNE Magazine, February 15, 2018 2018 Time Inc. Used under license. FORTUNE and Time Inc. are not affiliated with and do not endorse products or services of Edward Jones.Awards and AccoladesEdward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, or any other basis prohibited by applicable law.#KRT

Keywords: Edward Jones, Bonita Springs , Branch Office Administrator - 13318 - Bonita Springs, FL, Administration, Clerical , Bonita Springs, Florida

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Administration, Clerical Jobs


Receptionist
Description: Description:Responsible To: Executive Administrative AssistantStatement of Purpose: This position is responsible to welcome visitors by greeting them, in person or on the telephone answering or referring (more...)
Company: CAN Community Health
Location: Sarasota
Posted on: 07/17/2019

Healthcare home office
Description: 23 year old consumer driven health benefits company with an A rating with the BBB is looking for consultants
Company: Healthcare Options
Location: Lehigh Acres
Posted on: 07/15/2019

Administrative Assistant
Description: Administrative Assistant Location: St. Petersburg, FL Req : 5273 of openings: 1 Job Category: Science Description ECS is seeking a Corporate Recruiter to work in (more...)
Company: ECS Federal, LLC
Location: Saint Petersburg
Posted on: 07/17/2019


Data Entry Specialist - (Remote)
Description: Are you in search of a legitimate work-at-home career Look no further than Mommy Jobs Online Are you tired of being in traffic waiting hours to get to work Are you tired of not being
Company: Mommy Jobs Online
Location: Lehigh Acres
Posted on: 07/17/2019

Data Entry Specialist Flexible Hrs.
Description: We are now seeking remote Data Entry Specialist agents to copy and paste data profile information such as: email addresses, names, numbers etc. into a spreadsheet template and you will send out our
Company: Mommy Jobs Online
Location: Lehigh Acres
Posted on: 07/17/2019

Branch Office Administrator Bonita Springs, FL
Description: Job Description: Play an important role in
Company: Edward Jones
Location: Bonita Springs
Posted on: 07/18/2019

Administrative Assistant-Makes a Great Advisor-100k/yr
Description: Company OverviewAs an Advisor for USHA you'll work directly with Americas Self-employed small business owners and individuals to help them access an array of innovative and affordable benefit solutions. (more...)
Company: USHEALTH Advisors
Location: Saint Petersburg
Posted on: 07/14/2019

Undergraduate Scholarship Office Assistant (OPS) - Undergraduate Studies
Description: Job Description Position Information Job TitleUndergraduate Scholarship Office Assistant OPS - Undergraduate Studies Job Description The Office Assistant of Undergraduate Scholarship provides customer (more...)
Company: Florida Gulf Coast University
Location: Fort Myers
Posted on: 07/17/2019

Data Entry Operator
Description: Job Description br br Kelly Services is currently seeking several Data Entry Operators for a long-term temporary position located in Fort Myers. Candidates must be accurate with their typing skills (more...)
Company: Kelly Services
Location: Fort Myers
Posted on: 07/14/2019

Home office - PT/FT
Description: Premier healthcare company is actively searching for highly motivated individuals to work individually
Company: Careers Division
Location: Sarasota
Posted on: 07/17/2019

Log In or Create An Account

Get the latest Florida jobs by following @recnetFL on Twitter!

Bonita Springs RSS job feeds