Branch office administrator jobs in Millcreek, PA - 42 jobs
All
Branch Office Administrator
Administrative Assistant
Office Assistant
Office Administrator
Administrative Specialist
Secretary
Front Desk Administrative Assistant
Staff Assistant
Part Time Branch Office Administrator
Edward Jones 4.5
Branch office administrator job in Geneva, OH
This job posting is anticipated to remain open for 30 days, from 06-Jan-2026. The posting may close early due to the volume of applicants. 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.
If you find yourself looking for a fulfilling career, the BranchOfficeAdministrator (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 BranchOfficeAdministrator, 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 branchoffice 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
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.
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
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
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.
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
* Part-time associates who work an average of at least 30 hours a week over a 12-month measurement period are eligible for:
* Medical and prescription drug coverage,
* Health Savings Account and Flexible Spending Account,
* Voluntary Benefits (such as accident, hospital indemnity, and critical illness),
* Well-being programs (such as the Employee Assistance Program), and
* Retirement Plan (if compensated for 1,000 hours of service during the plan year).
* In locations that require accruals of paid sick leave and paid time off, part-time associates are eligible for those benefits based on their hours worked and consistent with applicable law.
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.
$41k-53k yearly est. 47d ago
Looking for a job?
Let Zippia find it for you.
Office Administrator
Enjet Aero LLC
Branch office administrator job in Erie, PA
Enjet Aero machines and fabricates complex jet engine parts, components and assemblies for leading OEMs in the commercial, defense and general aviation sectors. Our goal is to be regarded as an irreplaceable resource by our customers. The only way for a company to meet such a goal is to consistently meet production deadlines and expectations.
Position Description: The OfficeAdministrator will play a key role in ensuring smooth day-to-day operations of the office while supporting sales and administrative functions. This position requires strong organizational skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment. The schedule is Monday - Friday 7:30 am - 4:00 pm.
Essential Responsibilities:
Enter and maintain sales orders accurately in the system.
Communicate with customers regarding order status, inquiries, and updates.
Purchase office supplies and maintain inventory.
Manage contracts and negotiate pricing with vendors and service providers.
Reconcile credit card statements.
Process payable invoices and reconcile spot-buy purchases.
Create and receive purchase orders in the system.
Maintain vendor relationships and ensure timely service delivery
Qualifications:
High school diploma required; additional administrative qualifications are a plus.
Proficiency in Microsoft Office Suite (Word, Excel, Outlook, Teams).
Experience in manufacturing preferred.
Experience with Epicor ERP system is a plus.
Excellent time management, multitasking, and prioritization skills.
Strong attention to detail and problem-solving ability.
Exceptional written and verbal communication skills.
Organizational and planning skills to thrive in a fast-paced environment.
Requirements:
Sitting/Standing: Often required to remain in a stationary position for extended periods (50%+ of the day) but also needing to move about the office occasionally.
Hand/Finger Dexterity: Constant use of hands for typing, using mice, operating phones, calculators, and copy machines.
Vision: Close visual acuity for computer screens, reading, data entry, and distinguishing details.
Communication: Ability to talk, hear, and convey information clearly, both in person and by phone.
Reaching/Bending: Occasional reaching for items on shelves or in cabinets, and bending/stooping to access lower areas.
Lifting/Carrying: Generally light (e.g., up to 10-25 lbs) for items like boxes of paper or files.
Repetitive Motion: Substantial repetitive wrist, hand, and finger movements.
Benefits: Enjet offers a comprehensive benefits package to full-time employees including paid time off, health insurance, dental insurance, vision insurance, paid holidays, a 401K retirement plan, disability insurance, and more.
As an EOE/AA employer, Enjet Aero will not discriminate in its employment practices due to an applicant's race, color, religious creed, national origin, ancestry, sex, age, veteran status, marital status or physical challenges.
$32k-45k yearly est. Auto-Apply 9d ago
Office Administrator
Mg Cleaning Systems
Branch office administrator job in Erie, PA
Join our dynamic team as an Administrative Coordinator for our commercial division! We are a leading commercial window cleaning and pressure washing services provider, working with small businesses and government contracts, including assisted living facilities and more. Our team takes pride in delivering exceptional service to our clients, and we're looking for someone with a great attitude and strong organizational skills to join us!
As our Administrative Coordinator, you'll be responsible for managing the day-to-day operations of our commercial division. You'll be the face of our company, communicating with clients and coordinating schedules to ensure timely and efficient service delivery. If you're a multitasker with a positive attitude and have at least one year of administrative experience, we want to hear from you!
RESPONSIBILITIES
Manage incoming calls and respond to emails professionally and courteously.
Write up estimates and proposals for our commercial clients
Coordinate scheduling and prioritize services to ensure timely delivery
Work with our team to ensure quality services are provided to our clients
Provide excellent customer service and handle customer complaints with a professional demeanor
Assist in completing officeadministration tasks such as data entry and record-keeping
Communicate with clients about additional services we offer
REQUIREMENTS
Minimum of one year of administrative experience
Experience working for a commercial service provider is a plus
Customer service oriented with excellent communication and phone skills
Technically savvy and proficient in using Microsoft Suite
Experience with Photoshop and social media is a plus
Organized, efficient, and strong attention to detail
Professional appearance and business casual dress
Ability to pass a drug and background check
Why Join Our Team?
Work with a dynamic, goal-oriented, and team-oriented culture that values excellent work.
Paid time off and health benefits
Monthly performance bonuses and incentives
Bi-weekly paychecks
Opportunity to work on exciting commercial projects with small businesses and government contracts!
We offer a compensation package that rewards hard work and dedication to attract the best candidate. This includes a base salary of $35,000 per year, with the potential to earn more through a production bonus based on the revenue generated by the commercial division. With a bonus of 2.5% of the total revenue the division generates, you could earn up to $10,000 or more in bonuses per year, depending on your performance.
If you have a proven track record of success in managing commercial projects, possess excellent organizational and communication skills, and are passionate about delivering exceptional results, we want to hear from you. Join our team and be a part of a dynamic and growing company that values hard work and dedication. Compensation: $35,000.00 - $45,000.00 per year
Why join the Window Cleaning Industry?
Everything needs to be cleaned
Within the cleaning industry, there is fierce competition. More than 50 franchise brands offer office cleaning, home cleaning or carpet cleaning. About the only segment of the popular cleaning industry that isn't crowded with franchise systems is residential window cleaning.
A Healthy and growing industry
Windows, decks, gutters and sidewalks get dirty no matter what the economy does. People who value a clean home continue to spend on maintaining and caring for their largest investment. Because of this, window cleaning can be a highly recession-resistant industry that can't be outsourced overseas and won't fall victim to automation
More time for everyone
The window cleaning, window tinting and pressure washing industry offers other advantages. Unlike commercial janitorial and carpet cleaning franchises that require evening and weekend work, residential cleaning is typically performed Monday through Friday, 9 to 5.
Becoming a Window Cleaning Expert
We are looking for hardworking, self-motivated and reliable individuals to join our team. Window cleaning is a physical labor job that requires a lot of detail and technical skill. We need you to help us shine!
Find a glass cleaning job in your area using the filters above!
Member businesses are independently owned and operated. Your application will go directly to the member business, and all hiring decisions will be made by the management of that business. All inquiries about employment at these businesses should be made directly to the business location, and not to the International Window Cleaning Association.
$35k-45k yearly Auto-Apply 60d+ ago
Office Administrator
Trifast Plc 4.1
Branch office administrator job in North East, PA
Description found at ********************* blob. core. windows. net/sitecontent/72a43aa27e2c4deb9c68da74bb87fa2f.
pdf
$30k-41k yearly est. 4d ago
Dental Front Desk Administrative Assistant
Perfect Smile Dental of Erie
Branch office administrator job in Erie, PA
Job Description
Join a growing private dental practice where your organizational skills and friendly demeanor make a real impact!
Perfect Smile Dental is looking for a professional and personable Front Desk / Scheduling Coordinator to support our team. If you thrive in a fast-paced environment and enjoy helping patients, feel welcome and cared for, we'd love to meet you!
Position Type: Full-Time
Schedule: Monday - Friday
Key Responsibilities:
• Greet patients and visitors with warmth and professionalism
• Manage appointment scheduling, confirmations, and cancellations
• Answer phone calls and respond to patient inquiries
• Maintain and update patient records accurately
• Coordinate with clinical staff to ensure smooth daily operations
• Assist with billing, insurance verification, and payment processing
• Perform general administrative duties including filing and data entry
Qualifications:
• Dental office experience preferred
• Strong organizational and multitasking abilities
• Excellent verbal and written communication skills
• Proficiency with dental practice management software (a plus)
• Friendly, team-oriented attitude with a focus on customer service
What We Offer:
• Competitive salary and bonus opportunities
• Health, dental, and vision insurance
• Paid time off and holidays
• Monthly Wellness Bonus
• 401K
• A positive, collaborative work culture
Ready to be the welcoming face of
Perfect Smile Dental?
Apply now!
Skills:
General Practice
Billing
Insurance
Scheduling
Open Dental
$29k-36k yearly est. 2d ago
Trust Administration Specialist
Northwest Bancorp, Inc. 4.8
Branch office administrator job in Erie, PA
The Trust Administration Specialist is responsible for performing a variety of duties including account administration, retaining current customer portfolios, conducting customer interviews and presentations, analyzing financial information, and reviewing client accounts regularly. This position is also responsible for remaining current on tax, regulatory and financial legislation and legal issues relating to trust law, and resolving customer enquiries.
Essential Functions
* Comply with Trust policies and procedures
* Assist with sett personal goals and targets
* Review customer account transactions daily
* Oversee / schedule client distributions / bill payments
* Schedule client meets on periodic basis
* Prepare / review customer documentation and agreements
* Manage personal workload/workflow
* Administer Trust relationships appropriately
* Conduct regular investment review of portfolio with Investment Officer
* Assure appropriate management of IRA's and funds
* Initiate and author client correspondence
* Cultivate potential referrals from exist accounts
* Analyze accurate customer needs
* Recommend investment / trust alternatives
* Finalize new agreements with customers
* Cross sell other Bank products and services
* Recommend improvements to procedures
* Maximize technology tools available
* Assure accurate information passed to Trust Operations
* Oversee system cod on individual accounts
* Adhere to stated Trust department fee schedules
* Minimize non standard fee schedules
Additional Essential Functions
* Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
* Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
* Work as part of a team
* Work with on-site equipment
Safety and Health for those without supervisory duties
* Abide by the rules of the safety and loss prevention program
* Perform work tasks in a safe manner
* Report any and all injuries to supervisor
* Know what to do in case of an emergency
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education
Bachelor's Degree business / finance / related
Work Experience
Customer service experience
General Employee Knowledge, Skills, and Abilities
* Ability to establish effective working relationships among team members and participate in solving problems and making decisions
* Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
* Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
* Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
* Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas
Additional Knowledge, Skills and Abilities
Ability to analyze financial data
Client relationship management skills
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
$28k-33k yearly est. Auto-Apply 3d ago
Administrative Assistant
Justiceworks 3.6
Branch office administrator job in Erie, PA
PART-TIME ADMINISTRATIVE ASSISTANT - ERIE COUNTY, PAAdministrative Assistant
KidsFirst! In everything we do, the needs and concerns of youth and families are our fundamental concern. Our core principle is to do “whatever it takes” to help youth and families in our care achieve success. JusticeWorks provides innovative programs that identify and build on youths and families' strengths. We create structure to positively redirect their lives. We help youth become good citizens and assist their families to resolve their problems and to be supportive of their children. JusticeWorks is seeking a highly organized and motivated Administrative Assistant to join our team. In this role, you will be responsible for providing administrative support, including working within our databases, maintaining records, and preparing documents. You should have excellent communication skills, be able to multitask effectively, and have a strong attention to detail. If you are an enthusiastic and organized individual with a passion for helping others, please apply! JusticeWorks is an Equal Opportunity Employer. The qualified Administrative Assistant will have:
High School Diploma or GED and/or minimum 2 years' experience as Office Assistant.
Valid driver's license, auto insurance and access to a vehicle.
Pass current, applicable clearances.
Pass pre-employment, post-offer drug screening.
Ability to work non-traditional hours including evenings and weekends.
The qualified Administrative Assistant will:
Ensure all new hire paperwork and/or any employee changes are communicated to the corporate office.
Ensure all Human Resource Files are current and complete.
Prepare new client files.
Prepare for employee orientation & training.
$27k-34k yearly est. 7d ago
Receptionist/Administrative Assistant
Agility Marketing
Branch office administrator job in Erie, PA
Agility is continuing to expand and serve as a major force in the contact center industry. Our unique culture of innovation creates an environment where you will continually learn and be challenged to develop your career. Job Description
Provides general office support with a variety of clerical activities and related tasks. The receptionist will be responsible for answering incoming calls, directing calls to appropriate associates, mail distribution, flow of correspondence, requisition of supplies as well as additional clerical duties. Additionally looking for an individual with basic accounting skills.
Qualifications
WANTED: STRONG WORK ETHIC
Good communication skills
Some accounting background or experience
Accurate in all areas of work
Artuiculate individuals with the ability to manage expectations
Additional Information
Start a successful career - we're offering forward-looking opportunities, flexible hours, and favorable benefits.
Call our employment hotline at 866-1900, apply online at
************************
or stop in for a tour and apply on site at 2323 West 38th Street.
$26k-37k yearly est. 1d ago
Intake Admin Assistant
Life-Nwpa
Branch office administrator job in Erie, PA
Do you enjoy helping others navigate important processes and making sure every detail is handled with care and precision?
Are you someone who thrives in a steady, supportive, and structured environment, where accuracy and follow-through matter?
If so, you may be the perfect fit for our One Senior Care family of businesses including LIFE-NWPA, Mountain View PACE, and Buckeye PACE.
Job Summary:
As an Intake Administrative Assistant, you ll play a key role in welcoming new participants to our program and ensuring all pre-enrollment and enrollment activities are completed accurately and on time. Your work will focus on detail, consistency, and following established procedures helping participants move smoothly through the intake process.
This position is ideal for someone who is precise, patient, and dependable, with a methodical approach to work. You ll receive structured training, mentorship, and ongoing support to build expertise and succeed in your role.
Hourly Wage:
$15.00 /hr.
Schedule:
First shift, full-time hours. Specific work hours will be established in consultation with your supervisor.
Benefits:
9 Paid Holidays
PTO starting at 3 weeks + 1 day per year (accrued from date of hire for full-time employees)
Medical, Dental, & Vision
Free Life and AD&D Insurance Plan
Health Savings and Flexible Spending Accounts
Short Term Disability Insurance
Group Voluntary Term Life Insurance for Employee, Spouses, and Dependents
Paid Parental Leave
Tuition Reimbursement and Paid Training Opportunities
Retirement Plan with company annual match
Mileage Reimbursement at annual IRS rate as applicable
Duties/Responsibilities:
Evaluate potential participants to determine needs and eligibility.
Assist with completing assessments in participant homes.
Coordinate with State Health and Human Services personnel as needed.
Work closely with the care team to implement intake steps and ensure smooth enrollment.
Collect, complete, and maintain accurate documentation related to participant assessments.
Track required data and identify barriers to enrollment, proposing action plans as needed.
Participate in team meetings, training sessions, and quality improvement initiatives.
Communicate clearly and respectfully with participants, families, and team members.
Follow all procedures and standards to ensure accurate, error-free work.
Everyone s journey is unique. Even if you haven t done it all, your dedication to learning and helping others is what counts. With our training, mentorship, and career development programs, we ll help you grow and succeed.
What Makes You a Great Fit:
Patient, precise, and consistent in your work.
Comfortable working within defined procedures and established processes.
Team-oriented and collaborative, supporting others through clear communication.
Able to prioritize tasks and focus on one step at a time.
Friendly and professional when interacting with participants, families, and colleagues.
CPR and First Aid Certification (or willingness to obtain after hire).
Valid driver s license and reliable transportation.
Education and Experience:
One year of experience working with the frail and elderly population or willing to participate in extensive training as needed.
Knowledge of Medicare/Medicaid regulations.
Knowledge of sales and marketing strategies.
Experience in Intake
Requirements:
Requires valid State driver s license with a clean driving record.
Successful completion of background check, physical, drug screening, TB Screening
Physical Requirements:
Must be able to move intermittently throughout the workday.
Sits, stands, bends, lifts, and moves intermittently during working hours.
Is subject to frequent interruptions.
Is subject to lifting, carrying, and supporting Participants.
Join Us!
At One Senior Care, you ll be part of a compassionate team that makes a tangible difference in seniors lives working together to keep participants safe, healthy, connected, and at home.
One Senior Care is an Equal Opportunity Employer. Employment is contingent upon successful completion of required background checks, health and safety screenings, and any clearances required for healthcare programs.
$15 hourly 14d ago
Intake Admin Assistant
Life-NWPA
Branch office administrator job in Erie, PA
Job Description
Do you enjoy helping others navigate important processes and making sure every detail is handled with care and precision?
Are you someone who thrives in a steady, supportive, and structured environment, where accuracy and follow-through matter?
If so, you may be the perfect fit for our One Senior Care family of businesses - including LIFE-NWPA, Mountain View PACE, and Buckeye PACE.
Job Summary:
As an Intake Administrative Assistant, you'll play a key role in welcoming new participants to our program and ensuring all pre-enrollment and enrollment activities are completed accurately and on time. Your work will focus on detail, consistency, and following established procedures - helping participants move smoothly through the intake process.
This position is ideal for someone who is precise, patient, and dependable, with a methodical approach to work. You'll receive structured training, mentorship, and ongoing support to build expertise and succeed in your role.
Hourly Wage:
$15.00 /hr.
Schedule:
First shift, full-time hours. Specific work hours will be established in consultation with your supervisor.
Benefits:
9 Paid Holidays
PTO starting at 3 weeks + 1 day per year (accrued from date of hire for full-time employees)
Medical, Dental, & Vision
Free Life and AD&D Insurance Plan
Health Savings and Flexible Spending Accounts
Short Term Disability Insurance
Group Voluntary Term Life Insurance for Employee, Spouses, and Dependents
Paid Parental Leave
Tuition Reimbursement and Paid Training Opportunities
Retirement Plan with company annual match
Mileage Reimbursement at annual IRS rate as applicable
Duties/Responsibilities:
Evaluate potential participants to determine needs and eligibility.
Assist with completing assessments in participant homes.
Coordinate with State Health and Human Services personnel as needed.
Work closely with the care team to implement intake steps and ensure smooth enrollment.
Collect, complete, and maintain accurate documentation related to participant assessments.
Track required data and identify barriers to enrollment, proposing action plans as needed.
Participate in team meetings, training sessions, and quality improvement initiatives.
Communicate clearly and respectfully with participants, families, and team members.
Follow all procedures and standards to ensure accurate, error-free work.
Everyone's journey is unique. Even if you haven't done it all, your dedication to learning and helping others is what counts. With our training, mentorship, and career development programs, we'll help you grow and succeed.
What Makes You a Great Fit:
Patient, precise, and consistent in your work.
Comfortable working within defined procedures and established processes.
Team-oriented and collaborative, supporting others through clear communication.
Able to prioritize tasks and focus on one step at a time.
Friendly and professional when interacting with participants, families, and colleagues.
CPR and First Aid Certification (or willingness to obtain after hire).
Valid driver's license and reliable transportation.
Education and Experience:
One year of experience working with the frail and elderly population or willing to participate in extensive training as needed.
Knowledge of Medicare/Medicaid regulations.
Knowledge of sales and marketing strategies.
Experience in Intake
Requirements:
Requires valid State driver's license with a clean driving record.
Successful completion of background check, physical, drug screening, TB Screening
Physical Requirements:
Must be able to move intermittently throughout the workday.
Sits, stands, bends, lifts, and moves intermittently during working hours.
Is subject to frequent interruptions.
Is subject to lifting, carrying, and supporting Participants.
Join Us!
At One Senior Care, you'll be part of a compassionate team that makes a tangible difference in seniors' lives - working together to keep participants safe, healthy, connected, and at home.
One Senior Care is an Equal Opportunity Employer. Employment is contingent upon successful completion of required background checks, health and safety screenings, and any clearances required for healthcare programs.
$15 hourly 14d ago
Administrative Assistant
HBK 4.4
Branch office administrator job in Meadville, PA
HBK is growing, now a Top 50 accounting firm according to Accounting Today magazine and a Top 100 registered investment advisory according to Financial Advisor Magazine. Our hundreds of collaborating professionals have created and foster thousands of close, caring, supportive client relationships.
Growth requires talent, so we continue to seek capable, dedicated professionals in all aspects of financial services. Our recruits choose their career paths. We want you to excel in your career as part of a dynamic team, and we provide the support and the resources to help you succeed. The breadth and depth of experience we offer you is unique in the marketplace.
We are entrepreneurs working with entrepreneurs, owners working with people who are owners of small and mid-size businesses, the heartbeat of our country. We are more consultants than number crunchers, an influence in our communities as well as our clients and their finances. When we go home at night, we know we've made something happen for our clients. If you want a career that is all about helping people, you're the kind of person we're looking for. Please read on to discover if you could see yourself joining the HBK Family as our newest Administrative Assistant.
QUALIFICATIONS
High School Diploma or GED required
Office experience or training required
Receptionist experience required, at a high-end service provider (Law Firm, CPA Firm, etc.) preferred
ESSENTIAL FUNCTIONS:
Be prompt, efficient and complete when carrying out all tasks assigned by supervisors.
Be courteous, pleasant, and helpful at all times.
Maintain a neat and organized work environment.
Manage records and files in an organized manner.
Maintain strict confidentiality of all clients and firm business.
Maintain good communication with supervisors to ensure work is performed accurately and efficiently.
Work overtime during tax season and as needed throughout the rest of the year.
Type financial statements, tax returns, correspondence, and other projects.
Assist with inventory, ordering and receipt of office supplies, internal forms, and checklists.
Answer phones in a professional manner, providing answers when possible and transferring calls or taking messages when needed.
Open and close office location facility when needed.
Deliver all in-coming mail and collect out-going mail in time for daily delivery.
Assist with preparation of engagement letters
Schedule meetings and appointments/arrange travel
Proficient in the Microsoft Office Suite
Knowledge of STAR Practice Management and CCH Axcess is a plus
Follow firm procedures and comply with firm policies as outlined in the Human Resource Manual.
BENEFITS WE OFFER:
Competitive Compensation
Lucrative New Business & Employee Referral Bonuses
Anniversary Bonus
Paid Time Off
401(k) plan with company match and profit sharing
Medical, dental, and vision insurance
Company Paid Life Insurance
Affordable Short- & Long-Term Disability Insurance
Affordable Accidental and Critical Illness Insurance
9 Paid holidays
Annual Performance Reviews
And Much More…
HBK provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
#HBKCPA
$33k-44k yearly est. 54d ago
Office Assistant (John R. Turney Sailing Center)/Seasonal Employment
Chautauqua Institution 3.8
Branch office administrator job in Chautauqua, NY
The John R. Turney Sailing Center offers guided sailing excursions, private and group lessons, sailing events and rents a variety of sailboats. It is operational during the nine-week summer assembly season. The hours of operation are 9 a.m. to 5 p.m. on weekdays and noon to 4 p.m. on weekends.
About Your Compensation
Compensation for this position starts at $16.00/Hour and, with demonstrated experience and qualifications, candidates may earn up to $17.00/Hour.
About Your Work Day
Office clerical duties include answering phones and emails, creating and editing documents, collecting and providing information, making copies and filing records.
Provide excellent customer service including greeting patrons, answering questions about services and pricing.
Use a computer to take reservations for lessons and rentals.
Process purchases using a computerized cash register. Includes computing prices, processing cash or credit payment and providing customer with proper sales receipt and change.
Ensure accurate records of sales transactions and /or refunds in accordance with department procedures.
Light housekeeping duties including dusting, sweeping.
Assists in creating a safe and pleasant environment.
About the Referral Program
Chautauqua Institution's Referral Bonus Program is a talent solution to recruit, develop, and retain a diverse workforce that encompasses all the skills and experience necessary to deliver on our goals and objectives. Chautauqua Institution will provide a $500 referral bonus (less taxes) for active employees referring a new candidate who is hired and remains employed for at least 90-days from the first physical date of work. In the case of seasonal positions working less than 6-months, the new candidate must remain actively employed for at least 30-days from the first physical date of work and until the closing date of the season. The closing date of the season is the last Sunday in August.
About Your Schedule
Chautauqua Institution and Chautauqua Hotel Company offer flexible schedules, full and part-time, for seasonal employment during summer operations starting annually each June and concluding in August. Seasonal employment may be available earlier (pre-season) and beyond season (post-season) based on business needs and candidate availability. Schedules typically include evenings, weekends, and/or holidays as a requirement. While you will confirm your final schedule with management at the time of an interview and offer of employment, you should generally anticipate the following schedule options for this position:
Typically works Monday to Friday 9 a.m. to 5 p.m. for a total of 35 hours per week.
About Living on the Grounds
No employer-provided housing is available for this position. Applicants should plan to secure independent housing or reside within a commutable distance.
About Chautauqua Institution
Chautauqua Institution is a not-for-profit global convener of dialogue on the most significant issues of the day through engagement across four pillars of the arts, education, religion, and recreation. The Chautauqua community is located on the shores of Chautauqua Lake in southwestern New York State and comes alive each summer with a unique mix of visual and performing arts, lectures, interfaith worship/programs, and recreational activities. Chautauqua Institution owns and operates Chautauqua Hotel Company, a comprehensive hotel, food & beverage, conferencing, and events organization.
Discovering Your Chautauqua Experience
There are countless ways that our talent will engage with our mission, vision, and diverse communities, and you are invited to immerse yourself in our programming as a gateway to this experience. Employees will receive a traditional Chautauqua gate pass, free of cost, which provides access to many of our programs at the Amphitheater.
Our Commitment to IDEA
Chautauqua Institution values Inclusion, Diversity, Equity, and Accessibility (IDEA) as a priority in our strategic plan, 150 Forward. One of our five core values is “The dignity and contributions of all people.” We are committed to creating conditions where everyone can engage as complete and valued participants in the Chautauqua experience. The Institution is an equal opportunity employer committed to equitable and inclusive hiring practices. Applicants and employees will not be discriminated against based on any status protected under federal, state, or local law. We especially welcome applications from those who can demonstrate experience, engagement, and professional expertise in IDEA.
Joining Our Talent Community
Join our talent community online at CHQ.org/employment. You are encouraged to learn more about Chautauqua Institution at CHQ.org and view the 150 Forward Strategic Plan at 150fwd.CHQ.org.
$16-17 hourly 19d ago
Curriculum Secretary
Millcreek Township School District 4.0
Branch office administrator job in Erie, PA
When you join Millcreek Township School District, you will become part of a team of over 900 employees focused on providing a world-class education to prepare students to reach their potential as life-long learners and responsible citizens.
Why MTSD?
Full time employees are eligible for our comprehensive benefit package including health, prescription, dental, and vision insurance options tailored to meet your individual needs.
Affordable premium costs for health and prescription coverage. The district provides dental and vision insurance at no cost to you.
Invest in peace of mind in retirement with a pension through the Public School Employees' Retirement System (PSERS).
Enjoy paid time off, including personal, sick, vacation, and bereavement leave, to take care of yourself and your loved ones.
Advance your career and education with support from our tuition reimbursement program.
Additional benefits include district-paid life insurance, employee assistance program, 403b plans, wellness rewards program, identity theft protection services, discount marketplace, and more.
TITLE: Curriculum Secretary REVISED 04/08/25
LOCATION: Millcreek Educational Center APPROVED 05/27/25
QUALIFICATIONS:
1. Advanced secretarial skills.
2. Education beyond high school diploma or job experience equivalency.
3. Prior secretarial experience desirable.
4. Knowledge of operating various office machines and broad knowledge of computer use.
5. Maintain good rapport with coworkers and community.
6. Maintain confidentiality of District and school business.
7. Such alternatives to the above as the Board may find appropriate and acceptable.
REPORTS TO: Supervisors of Curriculum
JOB GOAL: This position provides support to Curriculum Department projects, initiatives, and daily functions.
PERFORMANCE RESPONSIBILITIES:
Process Board approved contracts run through the Curriculum Department.
Management of curriculum submissions to Board Docs (curriculum documents, field trip calendar, conference requests, etc.)
Support Cyber Education program.
Keep files and list of Cyber Education students up to date.
Manage the typical incoming requests, portfolios, communication log, etc. per Cyber timeline.
Prepare typical letters relating to Cyber Education requests and submissions.
Order/copy information to be shared with Cyber Education families.
Make arrangements for department meetings and events.
Track software contracts.
Facilitate Curriculum Department order requests and track to ensure appropriate disbursement.
Summarize data for various department reports.
Support the maintenance and updating of district curriculum documents.
Support department projects/activities (e.g., timesheets, absence request forms).
Facilitate professional development requests through department.
Manage Act 48 reporting tool events for department.
Maintain records and files.
Communications of events and processes.
Maintain/update district forms and assignments from CAI dept. (e.g., school calendar, elementary student planner, 6-day rotation, Kindergarten registration, open house).
Distribute mail and order. Handle correspondence and phone calls.
Coordinate and perform clerical/secretarial services.
Assist department staff as requested with ongoing and intermittent projects.
Manage and maintain state assessment processes and protocols.
Manage permissions, roster verifications, and enrollment calendars.
Management of curriculum budget forecasting and execution.
Manage and facilitate appropriate disposal of resource processes.
Management of resources and documents on Staff Portal/Curriculum Archive.
Management of 9-12 Scheduling Guide.
Any other duties assigned by the Superintendent or their designee.
POSITION SPECIFICATIONS:
PHYSICAL DEMANDS:
Ability to sit, talk, and hear.
Ability to stand, walk, climb, balance, stoop, kneel, crouch, or crawl and move quickly when necessary to promote student learning and/or safety.
Must be able to lift and/or move up to 25 pounds. Over 25 pounds requires assistance. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
SENSORY ABILITY:
Ability to speak clearly and distinctly.
Auditory acuity to be able to use telephone.
Visual acuity to read correspondence and computer screen.
WORK ENVIRONMENT:
Indoor and outdoor environments.
TEMPERAMENT:
Ability to work as a member of a team.
Must be courteous.
Must be cooperative, congenial, service-oriented, and promote these qualities in the building.
Ability to work in an environment with frequent interruptions.
COGNITIVE ABILITY:
Ability to follow written and verbal directions.
Ability to demonstrate good written and verbal skills.
Ability to effectively present information in one-on-one and small group situations to students, staff, and other employees of the organization.
Ability to read, write and do computations.
Ability to work independently and make work-related decisions.
Ability to complete assigned tasks with minimal supervision.
Ability to exercise good judgment in prioritizing tasks and problem-solving.
Ability to use correct grammar, sentence structure, and spelling.
Ability to communicate effectively at all organizational levels.
The information contained in this job description is for compliance with the American with Disability (A.D.A.) and is not an exhaustive list of the duties performed for this position. Additional duties are performed by the individuals currently holding the position and additional duties may be assigned.
TERMS OF EMPLOYMENT: Work year and salary in accordance with the General Teamsters Local Union No. 397 Collective Bargaining Agreement.
EVALUATION: Performance will be evaluated annually by the Supervisors of Curriculum or their designee.
$27k-31k yearly est. 11d ago
Office Assistant
Custom Agri Systems, Inc.
Branch office administrator job in Jamestown, NY
We are seeking a detail-oriented and highly organized Office Assistant with Billing expertise to support our administrative and billing processes. This role is ideal for someone with strong office management skills and a solid understanding of billing procedures. The Office Assistant will be responsible for handling general office tasks and assisting with the preparation and processing of invoices and payment tracking.
Key Responsibilities:
Office Assistant Duties:
* Perform general administrative tasks, including answering phones, responding to emails, and managing office supplies.
* Assist with maintaining office equipment and ensuring a clean, organized work environment.
* Support the office team with various administrative projects as needed.
Time and Attendance Duties:
* Maintaining divisions time keeping though an electronic time keeping system.
Billing Duties:
* Prepare and issue invoices to clients based on services provided, ensuring accuracy and timeliness.
* Monitor accounts receivable, tracking payments and following up on outstanding invoices.
* Reconcile billing discrepancies and resolve client issues regarding invoices and payments.
* Maintain records of all billing transactions and provide reports as requested by management.
* Process payments and update financial records in the company's accounting software.
Requirements
Requirements
Skills & Qualifications:
* High school diploma or equivalent; additional certifications in officeadministration or accounting preferred.
* Proven experience in an office assistant role, with a focus on billing or accounting preferred.
* Strong knowledge of billing and invoicing procedures.
* Familiarity with accounting software (e.g., QuickBooks, etc.).
* Proficient in Microsoft Office Suite (Word, Excel, Outlook).
* Excellent organizational skills and attention to detail.
* Strong communication skills, both written and verbal.
* Ability to manage time effectively and handle multiple tasks simultaneously.
* Professional demeanor and ability to work well with a team.
$27k-38k yearly est. 4d ago
TRC - Office Assistant/Scheduler
The Resource Center 3.9
Branch office administrator job in Jamestown, NY
OFFICE ASSISTANT/SCHEDULER - JOB DESCRIPTIONFUNCTION: To perform a variety of support activities to facilitate and maintain the smooth operation of the Clinical Services Division. REQUIRED KNOWLEDGE, SKILLS AND ABILITIES: Ability to utilize computer software such as Word, Excel, Access or other database software; typing ability sufficient to perform data entry; comprehensive knowledge of information gathering, processing and filing systems; ability to meet and greet the public in a positive and professional manner; good telephone and verbal communication skills; ability to self-direct and self-initiate in order to meet deadlines; good organizational skills; working knowledge of officeadministration; willingness to work in high volume office environment; physical condition or reasonable accommodation(s) commensurate with the demands of the job.
MINIMUM QUALIFICATIONS: Associate's Degree plus one (1) year related experience; OR High school diploma plus three (3) years of related experience.
DUTIESOTHER DUTIES: Refer to Appendix REQUIRED TOOLS: Refer to Appendix 2/04; Rev'd 3/19 Clinical Services THE RESOURCE CENTER Grade 9, Non-Exempt PTO/CAT: 3
$26k-33k yearly est. 17d ago
Office Assistant- Part Time
Crawford Area Transportation Authority
Branch office administrator job in Meadville, PA
Part-Time Office Assistant / Front Window Representative
Schedule: Part-time, minimum 20 hours per week Reports to: Assistant Executive Director Yes
About CATA
CATA is dedicated to providing safe, reliable, and efficient public transportation services throughout Crawford, Clarion, and Venango Counties.
Position Summary
The Part-Time Office Assistant serves as the primary front window and first point of contact for customers, visitors, and callers. This role provides administrative and clerical support to the management, planning, and operations team while delivering professional, courteous customer service to the public.
Key Responsibilities
Serve as the primary front office/front window representative
Greet and assist walk-in customers in a professional and respectful manner
Answer and route incoming calls using a multi-line phone system
Assist customers with bus pass sales and general transit information
Review program applications for completeness and accuracy
Enter and update client information in Ecolane
Provide clerical and administrative support to management staff
Maintain breakroom and office supplies
Assist with special events and activities as needed
Perform other duties as assigned
Qualifications
High school diploma or equivalent
Two years of office or administrative support experience preferred
Proficiency with Microsoft Word, Excel, Outlook, and general computer use
Strong communication and interpersonal skills
Ability to multitask, stay organized, and work independently
Ability to maintain confidentiality and accuracy in all work
Working Conditions & Physical Requirements
Office-based position with frequent interruptions
Ability to lift and carry up to 25 pounds
Ability to focus on detailed work with minimal errors
Flexibility to occasionally work beyond normal hours if needed
Required Clearances
Act 34 PA State Police Criminal Clearance
Act 151 PA Child Abuse History Clearance
Must not appear on applicable federal or state exclusion/preclusion lists
CATA is an equal opportunity employer and will provide reasonable accommodations in accordance with the Americans with Disabilities Act.
Crawford Area Transportation Authority is an EEO Employer - M/F/Disability/Protected Veteran Status View all jobs at this company
$26k-37k yearly est. 6d ago
Administrative Assistant
Glade Run Lutheran Services 3.8
Branch office administrator job in Utica, PA
St. Stephen's Lutheran Academy is an educational option for students in grades K through 12 who require specialized educational programs due to behavioral health, academic and developmental concerns. Our innovative programs are designed to help students succeed academically and behaviorally. Creating an environment for therapeutic progress is paramount to achieving success for students. Our philosophy is that every interaction with a child is an opportunity to help them learn, grow and heal.
QUALIFICATIONS:
Associate's degree or college level courses in business-related field preferred. High school diploma or equivalent required.
Minimum two years of experience in office management required.
Exceptional knowledge, accuracy, and skills of computer and/or software including: Microsoft Word, Access, Excel, and Power Point.
Ability to operate other business machines.
Complete and pass agency crisis/physical intervention training.
Capable of taking clear, concise and accurate minutes during meetings.
Strong organization and written/oral communication skills.
Knowledge of records maintenance and handling client files.
Ability to identify with the Agency Mission Statement and support the agency's Core Values.
Must be eligible for PA State Police Clearance, PA Child Abuse History clearance, FBI clearance, Arrest/Conviction Report and Certification Form and Act 168 Forms.
CORE COMPETENCIES:
Provide support to and work collaboratively with the Education Leadership Team to maintain compliance with regulations, policies, and procedures and assure its needs are met including but not limited to transportation, supplies (ordering and tracking inventory), routine preventive maintenance and emergency service.
Assist in physical restraints as requested.
Serve as receptionist. Greet visitors and control admittance to school via security system.
Assist with dismissal.
Oversee accurate recording and tracking of student attendance.
Oversee equipment inventory.
Organize food service for the school, including the inventory, the ordering of food supplies from Nutritional Services, and coordinate the receiving and serving of lunches received from the outside vendor.
Manage completion of office tasks, typing, filing, faxing, scheduling and records.
Work collaboratively with other departments to support the Education Department.
Job Location:
Utica, PA Position Type: Full-Time/Regular - This is a 10-Month position following the school calendar Who We Are: Founded in 1854 by the Rev. Dr. William Passavant in Zelienople, Pennsylvania, Glade Run has evolved over the last 170 years to meet the changing and increasingly challenging needs of children, adults and families throughout Western Pennsylvania and beyond. Last year, Glade Run served over 7,000 individuals with impactful, innovative services in school, home, and community based settings.
Glade Run uses the Sanctuary Model as our blueprint for clinical and organizational change which, at its core, promotes safety and recovery from adversity through the active creation of a trauma-informed community while applying the following Sanctuary commitments within all aspects of our programming: Nonviolence, Emotional Intelligence, Social Learning, Democracy, Open Communication, Social Responsibility, and Growth and Change. Our recognition that trauma is pervasive in the experience of human beings forms the basis for Glade Run's culture as we focus not only on the individuals in which we serve, but equally on our staff and the systems who provide their treatment. Glade Run is an Equal Opportunity Employer.
What We Offer:
(Must meet eligibility requirements- see policies/plan documents for complete requirements and eligibility)
Comprehensive benefits including medical, dental, vision, paid time off, and 401K offerings with agency match at $1.00 per dollar contributed up to 4% of salary
Agency provided life insurance and long-term disability coverage
Paid school break time during the school year according to the school calendar
Teacher to Student Ratios of 2 (Teacher and Teaching Assistant) to 8
Paid breakfast and lunch daily
Tuition reimbursement
New Hire Incentive Bonuses
Employee Referral Bonus Incentives
Employee Assistance Program
Partnership with Capella University offering scholarships, tuition discounts, and free professional development opportunities
Positive Behavior Intervention Supports (PBIS) environment
Therapeutic equine, animal and horticulture therapy offered to our students though our Adventures Program
Teacher Loan Forgiveness and Public Service Loan Forgiveness (PSLF) program access for employees who meet the forgiveness program requirements
Partnerships with over 40 local school districts
Technology in every classroom
State of the art sensory playground on our historic Zelienople campus
Glade Run is Sanctuary certified we provide a supportive, respectful environment for our clients and our staff where shared governance, open communication, social learning and responsibility, non-violence, emotional intelligence, and growth and change are paramount in all aspects of our programming
$27k-37k yearly est. 17d ago
Part Time Branch Office Administrator
Edward Jones 4.5
Branch office administrator job in Geneva, OH
**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:** Part-Time
Branch Address: 1022 S Broadway, Geneva, OH
This job posting is anticipated to remain open for 30 days, from 06-Jan-2026. The posting may close early due to the volume of applicants.
**If you find yourself looking for a fulfilling career** , the BranchOfficeAdministrator (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 BranchOfficeAdministrator, 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 branchoffice 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
+ Part-time associates who work an average of at least 30 hours a week over a 12-month measurement period are eligible for:
+ Medical and prescription drug coverage,
+ Health Savings Account and Flexible Spending Account,
+ Voluntary Benefits (such as accident, hospital indemnity, and critical illness),
+ Well-being programs (such as the Employee Assistance Program), and
+ Retirement Plan (if compensated for 1,000 hours of service during the plan year).
+ In locations that require accruals of paid sick leave and paid time off, part-time associates are eligible for those benefits based on their hours worked and consistent with applicable law.
**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:** $23.14
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 (***********************************************************************
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************
Read 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.
$41k-53k yearly est. 42d ago
Office Administrator
Enjet Aero, LLC
Branch office administrator job in Erie, PA
Enjet Aero machines and fabricates complex jet engine parts, components and assemblies for leading OEMs in the commercial, defense and general aviation sectors. Our goal is to be regarded as an irreplaceable resource by our customers. The only way for a company to meet such a goal is to consistently meet production deadlines and expectations.
Position Description: The OfficeAdministrator will play a key role in ensuring smooth day-to-day operations of the office while supporting sales and administrative functions. This position requires strong organizational skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment. The schedule is Monday - Friday 7:30 am - 4:00 pm.
Essential Responsibilities:
Enter and maintain sales orders accurately in the system.
Communicate with customers regarding order status, inquiries, and updates.
Purchase office supplies and maintain inventory.
Manage contracts and negotiate pricing with vendors and service providers.
Reconcile credit card statements.
Process payable invoices and reconcile spot-buy purchases.
Create and receive purchase orders in the system.
Maintain vendor relationships and ensure timely service delivery
Qualifications:
High school diploma required; additional administrative qualifications are a plus.
Proficiency in Microsoft Office Suite (Word, Excel, Outlook, Teams).
Experience in manufacturing preferred.
Experience with Epicor ERP system is a plus.
Excellent time management, multitasking, and prioritization skills.
Strong attention to detail and problem-solving ability.
Exceptional written and verbal communication skills.
Organizational and planning skills to thrive in a fast-paced environment.
Requirements:
Sitting/Standing: Often required to remain in a stationary position for extended periods (50%+ of the day) but also needing to move about the office occasionally.
Hand/Finger Dexterity: Constant use of hands for typing, using mice, operating phones, calculators, and copy machines.
Vision: Close visual acuity for computer screens, reading, data entry, and distinguishing details.
Communication: Ability to talk, hear, and convey information clearly, both in person and by phone.
Reaching/Bending: Occasional reaching for items on shelves or in cabinets, and bending/stooping to access lower areas.
Lifting/Carrying: Generally light (e.g., up to 10-25 lbs) for items like boxes of paper or files.
Repetitive Motion: Substantial repetitive wrist, hand, and finger movements.
Benefits: Enjet offers a comprehensive benefits package to full-time employees including paid time off, health insurance, dental insurance, vision insurance, paid holidays, a 401K retirement plan, disability insurance, and more.
As an EOE/AA employer, Enjet Aero will not discriminate in its employment practices due to an applicant's race, color, religious creed, national origin, ancestry, sex, age, veteran status, marital status or physical challenges.
$32k-45k yearly est. Auto-Apply 9d ago
Trust Administration Specialist
Northwest Bank 4.8
Branch office administrator job in Erie, PA
The Trust Administration Specialist is responsible for performing a variety of duties including account administration, retaining current customer portfolios, conducting customer interviews and presentations, analyzing financial information, and reviewing client accounts regularly. This position is also responsible for remaining current on tax, regulatory and financial legislation and legal issues relating to trust law, and resolving customer enquiries.
Essential Functions
• Comply with Trust policies and procedures
• Assist with sett personal goals and targets
• Review customer account transactions daily
• Oversee / schedule client distributions / bill payments
• Schedule client meets on periodic basis
• Prepare / review customer documentation and agreements
• Manage personal workload/workflow
• Administer Trust relationships appropriately
• Conduct regular investment review of portfolio with Investment Officer
• Assure appropriate management of IRA's and funds
• Initiate and author client correspondence
• Cultivate potential referrals from exist accounts
• Analyze accurate customer needs
• Recommend investment / trust alternatives
• Finalize new agreements with customers
• Cross sell other Bank products and services
• Recommend improvements to procedures
• Maximize technology tools available
• Assure accurate information passed to Trust Operations
• Oversee system cod on individual accounts
• Adhere to stated Trust department fee schedules
• Minimize non standard fee schedules
Additional Essential Functions
• Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
• Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
• Work as part of a team
• Work with on-site equipment
Safety and Health for those without supervisory duties
• Abide by the rules of the safety and loss prevention program
• Perform work tasks in a safe manner
• Report any and all injuries to supervisor
• Know what to do in case of an emergency
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education
Bachelor's Degree business / finance / related
Work Experience
Customer service experience
General Employee Knowledge, Skills, and Abilities
• Ability to establish effective working relationships among team members and participate in solving problems and making decisions
• Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
• Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
• Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
• Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas
Additional Knowledge, Skills and Abilities
Ability to analyze financial data
Client relationship management skills
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.