17 Office Manager jobs in Bellbrook
Dental - Front Office Coordinator
Posted 53 days ago
Job Viewed
Job Description
We have a fantastic opportunity for a dental office Front Desk Coordinator with Beavercreek Pediatric Dentistry ! This position's primary responsibility is to handle all front office functions for the practice. The Front Desk Coordinator must ensure that patients, parents and/or guardians are the number one priority.
Education and Experience:
- Minimum high school diploma, or equivalent.
- Experience working in a professional, medical, or dental environment with direct customer service is desired.
Specific Skills:
- Strong interpersonal and relationship building skills; must be able to establish and maintain positive working relationships.
- Ability to travel between multiple locations.
- Customer service oriented and able to communicate with a pleasant demeanor at all times.
- Effective written and verbal communication with all staff and management.
- Must possess excellent organizational skills, strong attention to detail, be able to multitask and perform job duties in a timely manner.
- Strong PC skills and ability to learn and successfully use new programs as required.
Benefits:
- Paid Time Off
- Paid Holidays
- Medical, Dental and Vision benefits
- Health Savings Account, Flex Spending
- 401K
- Short and Long Term Disability Insurance
- Life Insurance
Dental Office Manager
Posted today
Job Viewed
Job Description
**Job Type:** Full-Time
**Salary:** $55000 - $65000 year + monthly and quarterly incentive earnings **
**At Aspen Dental, we put You First. We offer:**
+ A generous benefits package that includes paid time off, health, dental, vision, and 401(k) savings plan with match*
+ Career development and growth opportunities to support you at every stage of your career
+ A fun and supportive culture that encourages collaboration and innovation
+ Free Continuous Learning through TAG U
**How You'll Make a Difference:**
As a **Dental Office Manager** , you will lead the office in all office operations in support of the doctors to help create lasting impressions and build trust and loyalty with patients. When you join an Aspen Dental practice, you'll participate in an extensive, ten-week training program to gain business and leadership knowledge designed to help you succeed and grow within our organization.
+ Provide superior patient service with compassion and care in accordance with patient needs, company policies and procedures, government regulations, and dental board standards
+ Hire, develop, manage and retain the office staff
+ Consult with patients on treatment options provided by clinical team, verifying insurance payment and collection ensuring high quality of care
+ Review monthly business results, manage profit and loss, align sales plan to support business goals and create strategies to increase profitability
+ Prepare and lead daily huddles with team to level set expectations to optimize patient experience and business performance
+ Additional tasks as required
**Preferred Qualifications**
+ Minimum of one year of managing a team of direct reports
+ High school diploma or equivalent; college degree is preferred
+ A people centric leader who motivates and inspires others
+ Strong communication and interpersonal skills, with the ability to build rapport with patients of all ages and backgrounds
+ Demonstrate analytical thinking; place a premium on leveraging data
Additional Job Description
_Aspen Dental-branded practices are independently owned and operated by licensed dentists. The practices receive non-clinical business support services from Aspen Dental Management, Inc., a dental support organization._
_*May vary by independently owned and operated Aspen Dental locations._
_**Limitations apply, please see recruiter for details_
_ADMI Corp., d/b/a TAG-The Aspen Group, its affiliates, related companies and independently owned supported clinical practices are proud to be Equal Opportunity Employers and welcome everyone to apply. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, or protected veteran status and will not be discriminated against on the basis of disability._
Sales Office Manager
Posted today
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Job Description
Job Description
MBS is hiring a Sales Office Manager in Dayton, OH. This position is a full-time, Direct Hire opportunity.
FULL JOB DESCRIPTION
PRINCIPAL DUTIES & RESPONSIBILITIES
- Building relationships, addressing inquiries, and ensuring client satisfaction.
- Communicating sales information, coordinating activities, and ensuring smooth workflow.
- Creating standard operating procedures and processes to streamline sales operations.
- Providing guidance and support to new hires, ensuring they understand the company's sales processes and procedures.
- Tracking expenses, analyzing performance, and making recommendations for budget adjustments.
REQUIREMENTS
- Effective in managing multiple tasks and prioritizing deadlines.
- Able to interact effectively with sales representatives, clients, and other departments.
- Ability to use software for managing sales leads, tracking sales performance, and communicating with clients.
- Ability to analyze sales data, identify trends, and make recommendations for improvement.
- Ability to analyze sales data, identify trends, and make recommendations for improvement.
- Ability to identify and resolve issues related to sales operations and customer satisfaction.
- Ability to work in fast-paced environment.
- Ability to move or lift up to 50+ lbs.
- Ability to reach, grasp, hold, push, pull, bend, twist, squat, climb, kneel.
- Ability to utilize hand/eye coordination.
- Capability to stand for prolonged periods of time
- Communication skills.
ABOUT THE KABLE GROUP
For over 50 years, The Kable Group has been committed to connecting candidates looking for reliable work opportunities with companies in need of workforce solutions. We leverage our expertise in core industries to ensure that the needs of our clients and our candidates alike are satisfied. Whether it’s a professional position, skilled labor need, or an education opportunity, The Kable Group’s suite of solutions caters to finding the right fit, every time.
At the Kable Group, we do not just accept diversity — we celebrate it, we support it, and we thrive on it. Read our full diversity statement here.
This job description is not intended to be all-inclusive and the employee will also perform other reasonably related business duties as assigned by the immediate supervisor and other management as required.
Assistant Community Office Manager
Posted today
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Job Description
Job Description
ABOUT THE ROLE
F&M Trust is looking to hire an Assistant Community Office Manager (ACOM) for our Carlisle Crossing Community Office, which is located near the Carlisle Crossing Shopping Mall off York Road. While reporting directly to the Community Office Manager, this individual will be responsible for the daily operations of the office, which includes leading the internal sales activities, promoting exceptional customer experiences, and ensuring operational standards are upheld. To lead the charge in sales activities, this individual will exemplify a holistic relationship management approach by opening a variety of consumer and business deposit accounts, taking consumer loan applications, referring customers for other bank products and services, promoting team sales success within the office, and more. This individual will provide leadership to a Lead Financial Services Representative (Lead FSR), and indirectly supervise, mentor, motivate, and encourage three Financial Services Representatives (FSR).
This Assistant Community Office Manager will work approximately 40 hours per week and receive a competitive salary and comprehensive benefits package.
BENEFITS INCLUDE
- Medical, Dental, and Vision Insurance
- Paid Time Off and 11 Paid Bank Holidays
- 401(k) with up to a 6% Match
- Paid Life Insurance, Short-term Disability, and Long-term Disability
- Ongoing Training and Advancement Opportunities
- And much more!
MINIMUM QUALIFICATIONS
- High School diploma or equivalent
- Previous sales experience and a desire to excel in and promote a sales and service culture
- Previous supervisory experience
- Previous banking experience is preferred
- Strong communicator
- Positive and enthusiastic attitude
- Outgoing personality
- Team-oriented
If this is something that raises any interest, and you have the minimum experience and drive to deliver solid management, sales, and customer service results, we encourage you to complete an employment application. We'll be in contact with the most qualified applicants who meet our hiring criteria in the upcoming weeks to get interviews started.
COMPARABLE JOB TITLES
Our job title here at F&M Trust is Assistant Community Office Manager, while other companies may use Assistant Branch Manager, Branch Sales Assistant Manager, Bank Branch Assistant Manager, Branch Sales Leader, Platform Leader, or Branch Internal Sales Leader.
F&M Trust is an Equal Opportunity Employer - Disability/Vet
Job Posted by ApplicantPro
Dental Office Manager- Full Time
Posted today
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Job Description
Job Description
Description:
Lead with Excellence: Shape the Future of Dental Care as Our Office Manager!
Join a team with the unique opportunity to provide exceptional comprehensive care. Join our dynamic team and seize the unique opportunity to provide exceptional comprehensive care in a state-of-the-art private practice. Now is the time to elevate your career by becoming the face of a growing practice, collaborating with leading dental providers, and advancing your career within a global organization.
Office Hours:
- Monday through Friday: 7:30 AM – 5:30 PM
- Saturdays: 7:30 AM – 4:30 PM
Responsibilities:
- Foster a positive, growth-minded office environment that encourages teamwork and enhances team member retention.
- Align the clinic with company culture, values, standards, and operational practices.
- Develop team members through active leadership, comprehensive training, counseling, and coaching.
- Drive year-over-year revenue growth while managing expenses to meet monthly goals and budget requirements.
- Utilize analytics to identify opportunities for improvement and address low performance with actionable solutions.
- Investigate and resolve staff and patient concerns with timely and effective conflict resolution.
- Gain proficiency in people-related functions including hiring, onboarding, retention, performance evaluation, compensation, and separation processes.
- Report weekly to the Area Manager on practice metrics, accomplishments, goals, and improvement plans.
- Ensure compliance with all policies and regulations set forth by relevant agencies.
- Maintain a professional appearance and demeanor in accordance with company policies.
- Uphold good housekeeping standards throughout the practice.
Requirements:
- Minimum of 2 years of experience in dental office management.
- Excellent interpersonal, verbal, and written communication skills.
- Ability to exercise diplomacy, discretion, sound judgment, leadership, and flexibility in various situations while maintaining confidentiality.
- Strong organizational and time management skills.
- Proficient in Windows Operating System and Microsoft Suite; dental software experience is required.
- Must have or be willing to obtain a Real ID prior to gaining access.
- Successful completion of background check (including criminal record check) and urinalysis.
Benefits For Full Time Staff:
- Competitive Compensation
- Generous Paid Time Off
- Paid Holidays
- Medical, Vision, and Dental benefits.
- Health Savings Account, Life Insurance, Long Term Disability, and Short-Term Disability.
- 401k with matching program after one year of service.
- Access to all Army and Air Force Exchange Services (AAFES) facilities and services.
With over three decades of experience, we are a trusted industry leader. Our experienced team of clinicians and logistics professionals are dedicated, and strive to do the right thing for our partners and their members every time. Because of this commitment, we’ve set a new standard of care delivery through our fixed-clinic, mobile treatment center, telemedicine, and portable deployment models. Join our team, and become a part of a bridge for better health.
___
If you are made a conditional offer of employment, you will be required to undergo background check (including criminal record check) and drug screening. We use E-Verify in our hiring process.
DOCS Health is committed to ensuring equal employment opportunity. All employment decisions, policies, and practices are in accordance with applicable federal, state, and local anti-discrimination laws. DOCS Health will not engage in or tolerate unlawful discrimination (including any form of unlawful harassment) on account of a person's sex (including pregnancy), age, race, color, religion, national origin, ancestry, citizenship, physical or mental disability, sexual orientation, gender nonconformity, status as a transgender individual, gender identity, genetic information, marital status, family responsibility, armed services, or any other status protected by law.
Office Manager - State Farm Agent Team Member
Posted today
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Job Description
Job Description
Benefits:
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Health insurance
- Paid time off
- Profit sharing
ROLE DESCRIPTION:
As an Office Sales Manager, you equip our agency to continually achieve its goals. You empower our agency by implementing and supporting office policies and consistently ensuring the execution of advantageous customer experiences. By alongside other team members, you create smooth operations to actualize the opportunities offered to people by insurance products and financial services.
As an organized and detail-oriented professional, your skillset promotes the basis for people in our community to have something they need. We are eager to bring aboard your collaborative presence.
RESPONSIBILITIES:
- Establish customer relationships and follow up with customers, as needed.
- Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
- Use a customer-focused, needs-based review process to educate customers about insurance options.
- Ensure the office is well-maintained, and continuously equipped to successfully meet customer needs and to market relevant products.
- Excellent communication skills - written, verbal, and listening
Highly organized and detail-oriented - Experience in customer service required
- Experience in managing customer service preferred
- Experience in sales preferred
- Proactive in problem-solving
- Able to work in and manage a team environment
- Experience in Windows computer applications
- Able to coordinate and collaborate with others to achieve agency goals.
- Able to succeed in a fast-paced environment
- Property and Casualty License Required
- Life and Health License Required
- Paid time off (holidays and personal/sick days)
- Salary plus commission/bonus
- Health, Life, and Disability benefits
- Matching Retirement benefit
- Profit Sharing
- Growth potential/opportunities for advancement within my agency
Facility Maintenance Manager
Posted today
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Job Description
Job Description
COMPANY OVERVIEW
Cresco Labs is one of the largest public, vertically integrated, multistate operators in the cannabis industry. Our portfolio of in-house cultivated and manufactured brands features some of the highest quality, most awarded and most popular cannabis products in America. With dozens of locations nationwide, our owned and operated Sunnyside® dispensaries provide a welcoming, positive, judgement-free place to shop for anyone at any point on their cannabis journey.
Founded in 2013, Cresco Labs' mission is to normalize and professionalize cannabis through our passionate employees. As stewards of the cannabis industry, our teams are constantly focused on supporting the needs of our fellow colleagues, consumers, customers, and communities alike. With a focus on Social Equity and Educational Development, our SEEDTM initiative ensures that our company reflects the communities in which we serve, ensuring equal opportunity for all to have the knowledge and resources to work in and own businesses in cannabis.
At Cresco Labs, we aim to revolutionize and lead the nation's cannabis industry with a focus on quality and consistency of product, and to bring legitimacy to the industry with the highest level of integrity and professionalism.
If you're interested in joining our mission, click the below links to join our team today!
At Cresco, we aim to lead the nation's cannabis industry with a focus on regulatory compliance, product consistency, and customer satisfaction. Our operations bring legitimacy to the cannabis industry by acting with the highest level of integrity, strictly adhering to regulations, and promoting the clinical efficacy of cannabis. As Cresco grows, we will operate with the same level of professionalism and precision in each new market we move in to.
JOB SUMMARY
Cresco Labs is seeking a Facility Maintenance Manager to support production and manufacturing facilities. As the Facility Maintenance Manager, you will manage the execution of various maintenance tasks and ongoing projects. Cresco's Facility Maintenance Manager will oversee our Facility Maintenance Technicians (FMT) and/or supervisors, coordinating work orders to ensure the upkeep of the facility. The ideal candidate should have a variety of general maintenance skills such as plumbing, electrical, carpentry and HVAC. You will report to the Facility Director and be accountable for completion of assigned projects and ensuring the associated department managers have the materials, equipment and information necessary to achieve production goals.
CORE JOB DUTIES
- Manages facility maintenance technicians and supervisors in project assignments and prioritization, performance development, hiring and training.
- Oversees execution of all engineering projects occurring at the facility, in collaboration with corporate project engineering team.
- Assists facility construction and contractor teams with various project assignments and punch lists including equipment acceptance, installations and commissioning as needed
- Provides reporting, oversight, and assistance with new or ongoing maintenance service contracts in place
- Manages vendor communications and scheduling onsite including factory acceptance testing, commissioning, follow-up training and service visits.
- Assists Regional Director in review of contracts and proposals for small projects
- Identifies and solicits design specs of mid- to large-sized projects from corporate engineering teams
- Manages project-specific materials and equipment purchases
- Collaborates with project team members to prepare and submit change orders and submittals for small- to mid-sized projects.
- Delivers maintenance updates to Regional Director; identifies roadblocks and areas requiring support
- Prepares monthly metric report including hours spent on project support, preventative maintenance work, and corrective maintenance work
- Collaborates with FMS to develop asset management program for facility
REQUIRED EXPERIENCE, EDUCATION AND SKILLS
- 5-7 years relevant technical experience and 2-4 years of supervisory experience
- Experience in planning maintenance operations
- Experience reading and executing electrical, mechanical and pneumatic schematics
- Advanced MS Office skills
- Competence in problem solving, team building, planning and decision making
- Previous experience in a highly regulated environment is a plus
- HVAC certification is a plus
- Requires work around plant material, which could include exposure to plant pollen and/or dust.
- Requires ability to sit, stand, kneel, and/or do repetitive actions with your hands for long periods of time.
- Requires ability to lift up to 50 lbs to torso level.
BENEFITS
Cresco Labs is proud to offer eligible employees a robust offering of benefits including, major medical, dental and vision insurance, a 401(K)-match program, FSA/HSA programs, LTD/STD options, life insurance and AD&D. We also offer eligible employees paid holidays and paid time off. Other rewards may include annual discretionary bonuses, stock options as well as participation in our employee discount program. Benefits eligibility for permanent positions may vary by full-time or part-time roles, location, or position.
In accordance with any local and state compensation laws, the compensation listed is the current estimated range for the position. Final offer details and future compensation may be determined by multiple factors including but not limited to, geographic location, market compensation data, skills, experience, and other relevant factors. For questions about this please discuss with your recruiter during the interview process.
Pay Range
$75,000—$85,000 USD
ADDITIONAL REQUIREMENTS
- Must be 21 years of age or older to apply
- Must comply with all legal or company regulations for working in the industry
Cresco Labs is an Equal Opportunity Employer and all applicants will be considered without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
California Consumer Privacy Act ("CCPA") Notice to Applicants:Please read the California Employee Privacy Notice ("CA Privacy Notice") regarding Sunnyside* and its affiliate Cresco Labs' policies pertaining to the collection, use, and disclosure of personal information. This CA Privacy Notice supplements the information contained in the Sunnyside* Privacy Policy and applies to California resident employees and job applicants. Applicants with disabilities may access this notice in an alternative format by contacting a Scam:
Cresco Labs is aware of fictitious employment offers being circulated from various sources. Many of these schemes consist of an alleged offer of employment with Cresco Labs with the intention of gaining personal information, including payment and/or banking information. Be aware that fraudulent job offers and correspondence may appear legitimate: they may feature a Cresco Labs logo, they may appear to originate from an official-looking email address or web site, or they may be sent by individuals purporting to represent Cresco Labs or an entity which includes the word Cresco Labs in its name.
Please note that Cresco Labs does not ask for payment or personal banking information as a condition of employment. Any personal information is requested for payroll or state badging purposes only. Applications can be securely submitted through our career's pages.We are working diligently to block this from happening. Beware if an offer of employment looks too good to be true. Never divulge personal and banking information or send money if you are unsure of the authenticity of an email or other communication in the name of Cresco Labs.If you are in doubt, please contact us at with questions.
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Office Administrator
Posted today
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Job Description
Moraine
JOB SUMMARY
Caliber Collision has an immediate job opening for an Office Administrator to perform all-purpose duties, which may include, but not limited to assisting with providing the front office teammates with the necessary tools, training and information to effectively perform their job, providing accurate and timely payroll and HR-related administration and recordkeeping for all center associates, maintain Accounts Receivables, Accounts Payable accounts and Cash Handling procedures to company standards, and provide a world class customer experience to all customers by ensuring center's consistent application of all Caliber Standard Operating Procedure's through ongoing training and monitoring.
BENEFITS OF JOINING THE CALIBER FAMILY
- Benefits from day one: Immediately eligible for medical, dental and vision
- Industry Comparable Pay - Paid weekly and eligible for overtime
- Paid Vacation & Holidays - Can begin accruing day 1
- Career growth opportunities - we promote from within!
- A career for life: You'll gain hands-on experience within a production shop.
- 2+ years of experience within a customer facing environment
- 1+ years of experience with Accounts Payable, Accounts Receivable and Payroll (Preferred)
- Must have a valid driver's license and be eligible for coverage under our company insurance policy
- Effective verbal and written communication skills
- Ability to navigate multiple software systems, i.e., Microsoft Office Suite
- Work through competing priorities and adapt easily to a fast-paced environment
- Ability to provide personable, friendly customer service to internal and external customers
Caliber is an Equal Opportunity Employer
Branch Office Administrator
Posted today
Job Viewed
Job Description
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: 515 S Broadway, Greenville, OH
This job posting is anticipated to remain open for 30 days, from 01-Aug-2025. 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:**
+ Comprehensive 6-month training 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
+ You'll often work independently but will have a team of thousands backing you every step of the way
**Can you see yourself.**
+ Delivering exceptional personalized service to ensure clients feel understood and informed
+ Taking 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
+ Driving marketing activities such as planning and executing events
**You can also expect.**
+ 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.
+ 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
+ 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. 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 benefits page ( .
**You'll be competitively compensated.**
+ Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
+ 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.
+ 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.
**Hiring Minimum:** $21.38
**Hiring Maximum:** $22.71
Read More About Job Overview
**Skills/Requirements**
**What skills would make you a successful BOA?**
+ Analytical Thinking
+ Attention to Detail
+ Adaptability
+ Conversational Skills
+ Digital Tool Utilization
+ Team Collaboration
**Role Requirements**
+ **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.
+ **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.
+ **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.
+ **Technology:** Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.
Read More About Skills/Requirements
**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: Insights & Information Blog Postings about Edward Jones ( out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones ( More About Awards & Accolades
**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 Purpose, Inclusion and Citizenship Report ( .
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.
Branch Office Administrator
Posted today
Job Viewed
Job Description
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: 515 S Broadway, Greenville, OH
This job posting is anticipated to remain open for 30 days, from 01-Aug-2025. 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:**
+ Comprehensive 6-month training 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
+ You'll often work independently but will have a team of thousands backing you every step of the way
**Can you see yourself.**
+ Delivering exceptional personalized service to ensure clients feel understood and informed
+ Taking 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
+ Driving marketing activities such as planning and executing events
**You can also expect.**
+ 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.
+ 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
+ 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. 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 benefits page ( .
**You'll be competitively compensated.**
+ Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
+ 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.
+ 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.
**Hiring Minimum:** $21.38
**Hiring Maximum:** $22.71
Read More About Job Overview
**Skills/Requirements**
**What skills would make you a successful BOA?**
+ Analytical Thinking
+ Attention to Detail
+ Adaptability
+ Conversational Skills
+ Digital Tool Utilization
+ Team Collaboration
**Role Requirements**
+ **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.
+ **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.
+ **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.
+ **Technology:** Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.
Read More About Skills/Requirements
**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: Insights & Information Blog Postings about Edward Jones ( out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones ( More About Awards & Accolades
**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 Purpose, Inclusion and Citizenship Report ( .
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.