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ADAPTED_NOW

Administrative Assistant

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. Full-time Associates receive the following benefits: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.

KBSkills

ACTIVE

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 Client Support Team 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 Overview Position Schedule: Full-Time Branch Address: 278 East Garfield Road, Unit A, Aurora, OH This job posting is anticipated to remain open for 30 days, from 16-May-2025. The posting may close early due to the volume of applicants. If you find yourself looking for a fulfilling career, the Senior Branch Office Administrator (Sr. BOA) role may be the right opportunity for you. The Sr. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the Sr. 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 Sr. 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 Sr. 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&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 <a href="https://secure.edwardjonesbenefits.com/fleet/public/index/f914262d-0362-4682-bd1e-0ccd25f1dfb1" rel="nofollow">benefits page</a>.</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><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 Sr. BOA role. </li></ul> Hiring Minimum: $24.62 Hiring Maximum: $26.15 <a href="#job-description" rel="nofollow">Read More About Job Overview</a> Skills/Requirements What skills would make you a successful Sr. 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>5+ years of related financial services, banking, or legal experience plus demonstration of job progression/responsibility</li><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 & 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> <a href="#job-description" rel="nofollow">Read More About Skills/Requirements</a> Awards & Accolades 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: <a href="https://careers.edwardjones.com/blog/?_sft_category=awards-accolades" rel="nofollow">Insights & Information Blog Postings about Edward Jones</a> Check out our Canadian awards and accolades: <a href="https://careers.edwardjones.com/en-CA/blogs/?_sft_category=awards-accolades-en-ca" rel="nofollow">Insights & Information Blog Postings about Edward Jones</a> <a href="#job-description" rel="nofollow">Read More About Awards & Accolades</a> About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ 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 <a href="https://careers.edwardjones.com/blog/edward-jones-releases-annual-purpose-inclusion-and-citizenship-report/?codes=DIRECT&utm_source=DIRECT" rel="nofollow">Purpose, Inclusion and Citizenship Report</a>. ¹Fortune 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.

Edward Jones is unlike any other investment firm. We believe that everything from our client-focused guiding principles, business philosophy and model, 33,000+ dedicated associates, and our more than 10,000 branch offices throughout the U.S. and through our affiliates in Canada and the U.K make us unique. We are a leader in the financial services industry, yet we take a personal approach to business that starts with a face-to-face meeting between a Financial Advisor and an individual investor. Every aspect of our business – from the location of our offices to the investments and services we offer – is aligned to help us better understand and meet our clients' unique needs. We strive to best serve our clients while providing our associates with the tools and resources they need to achieve more in their careers and lives. As the largest financial services firm to maintain a partnership structure, everyone feels a shared sense of purpose and accomplishment, and all full-time associates (whether they work at our headquarters or a branch office) have the opportunity to earn ownership in the firm. Edward Jones has been named to FORTUNE magazine's "100 Best Companies to Work For" list nine times with six top 10 finishes, including the No.4 ranking in 2008. Search for jobs to learn more about our exciting Financial Advisor, Headquarters, Branch Office Administrator and Internship openings.

Edward Jones

Senior Branch Office Administrator

Administrative Skills

Analysis Skills

Blog

Business Plan

Business Processes

Calendar Management

Communication Skills

Compensation and Benefits

Computer Skills

Continuous Improvement

Customer Experience

Customer Relations

Customer Support/Service

Detail Oriented

Documentation

Employee Assistance Plan

Event Management

Financial Planning

Financial Services

Flexible Spending Accounts

Fortune 500 Customers

Identify Issues

Mail Processing

Marketing

Mentoring

Microsoft Office

Microsoft Product Family

Network Support

Operational Support

Problem Solving Skills

Process Development

Profit & Loss

Record Keeping

Sales Management

Salesforce.com

Service Delivery

Standard Operating Procedures (SOP)

Strategic Planning

Tax Planning

Transaction Processing/Management

Appcast Exclusive 1

Office Manager

The ideal candidate is highly organized, detail-oriented, and capable of handling diverse administrative tasks while ensuring accurate financial record-keeping. CBIZ Talent Solutions is seeking an Administrative Assistant/Office Manager specializing in bookkeeping for a valued client in Cleveland, OH.

CBIZ Talent Solutions is seeking an Administrative Assistant/Office Manager specializing in bookkeeping for a valued client in Cleveland, OH. This role is crucial to the smooth operation of a growing family office business, managing financial affairs, investments, and daily operations. The ideal candidate is highly organized, detail-oriented, and capable of handling diverse administrative tasks while ensuring accurate financial record-keeping.Responsibilities:<ul><li>Manage daily office operations.</li><li>Schedule meetings and travel arrangements.</li><li>Handle communications (phone, email, mail).</li><li>Maintain office supplies and organization.</li><li>Process financial transactions and maintain records.</li><li>Reconcile bank statements.</li><li>Prepare financial reports.</li><li>Ensure compliance with financial regulations.</li><li>Implement office procedures.</li><li>Coordinate with vendors for office needs.</li></ul>Qualifications:<ul><li>Bachelor’s degree in Business, Accounting, or related field preferred.</li><li>Experience in administrative roles.</li><li>Bookkeeping skills and proficiency in accounting software (e.g., QuickBooks).</li><li>Strong organizational and time-management skills.</li><li>Attention to detail in financial reporting.</li><li>Proficiency in Microsoft Office Suite.</li><li>Discretion with confidential information.</li><li>Ability to work independently and in a team.</li></ul>For more information and consideration please send your most current resume to Leslie.Otto@cbiz.com with "Admin/Cleveland" in the subject line.CBIZ Talent & Compensation Solutions is an Equal Opportunity Employer. CBIZ Talent & Compensation Solutions does not discriminate on the basis of race, ancestry, national origin, color, religion, sex, gender identity, age, marital status, sexual orientation, disability, veteran status, or any other protected classification under the law. JOBPOSTREF M

Marcum Search LLC is the Talent Advisory arm of the Marcum Group, providing talent solutions on a national basis. Our permanent division offers contingency, contained and retained searches, and our temporary division is available for short and long term staffing resources. We have Birkman Certified specialists on staff for organizational behavioral assessments, and we can assist with payrolling services. Contact us for more information on how we can help you.

Marcum Search

Admin/Office Manager

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