Branch Office Administrator jobs at Edward Jones - 1724 jobs

**About this role** The Global Partners Office (GPO) is a newly formed client business group responsible for helping BlackRock deliver differentiated capital and strategic advice to the world's most sophisticated clients as they look to engage more expansively and creatively with fewer providers. GPO partners cross-functionally to drive client strategy, coordination, and execution of cross-functional partnerships globally for a select set of our largest client relationships. GPO complements BlackRock's existing coverage model to strengthen and institutionalize the firm's C-suite connectivity and drive large commercial opportunities at the highest levels of client organizations. Role Description As an integral member of GPO, you will play a key role in deepening our firmwide partnership with our most complex clients across banks and asset owners (including sovereign wealth funds, pensions, and insurance) and delivering the full resources of BlackRock to these strategic client relationships. This position will provide you with a deep understanding of the breadth of our client relationships across BlackRock business lines and exceptional exposure to senior leadership at the regional and global level. You will be part of a collaborative, inquisitive, and high-performing team with significant upside growth potential. Responsibilities + Support a small, globally-oriented team by coordinating day-to-day activities and assisting with communication across senior business leaders and stakeholders. + Work with Executive Sponsorsto help identifycommercial opportunities + Draft briefing materials and assist with agenda preparation for executive-level meetings under guidance from senior team members. + Help organize partnership meetings, events and firmwide initiatives. + Maintain accurate records of client interactions and share relevant updates with internal stakeholders to ensure alignment on priorities. + Co-ordinate in account planning sessions + Contribute to team projects as required. Desired Qualifications + 4-6 years of relevant experience across capital markets, investments, corporate development, advisory or associated fields + Problem solver with an advisory mindset, ability to act as a trusted partner to clients. + Commitment to excellence and high level of energy to help scale and enhance this strategic function within the firm. + Analytical ability to synthesize information and summarize issues. + Superb attention to detail and ability to effectively multi-task. + Effective team player, comfortable working across multiple functions, geographies and stakeholders, with maturity and judgment in dealing with internal clients. + Excellent verbal and written communication skills. + Robust quantitative skills along with demonstrated analytical ability. + Eagerness to learn and understand all aspects of the business, including reporting, communications, and setting and delivering strategic and tactical objectives. For New York, NY Only the salary range for this position is USD$110,000.00 - USD$150,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. **Our benefits** To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. **Our hybrid work model** BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. **About BlackRock** At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock (****************************** | Twitter: @blackrock (****************************** | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement (************************************************************************************************************ **and the** **pay transparency statement (************************************************************************************************* **.** BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com . All requests are treated in line with our privacy policy (**************************************************************************************** . BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.

A Wiss Manufacturing client is seeking a TEMP to PERM Office Administrator to join their team. This position is a critical and integral part of the organization, undertaking of all front office administrative responsibilities. Primary Responsibilities: Serves as the primary point of contact for incoming calls and provides comprehensive administrative and general office support. Acts as a concierge for all visitors, ensuring a welcoming, professional front-office experience. Greets and assists customers, vendors, and guests; issues and manages visitor badges, maintains procedures for frequent visitors, and proactively intercepts unauthorized or unscheduled visitors. Oversees the hospitality lounge, ensuring it is consistently stocked, organized, and welcoming. Maintains breakroom supplies, including coffee, utensils, and related amenities. Coordinates catering services for meetings, events, and special occasions. Arranges transportation services (car services, Uber, etc.) for guests, particularly for sales meetings and executive visits. Manages the conference room calendar to ensure efficient scheduling and availability. Assists with booking travel accommodations for out-of-town visitors and guests. Maintains and submits Front Office expense reports in a timely and accurate manner. Oversees facility improvement projects, coordinating logistics and follow-through as needed. Manages vendor relationships related to general facility needs, including janitorial services, office supplies, and other operational vendors. Collaborates with Quality, Environmental, Health & Safety teams to support compliance with safety, operational, and regulatory standards. Qualifications: Associates degree or higher level college degree Must have 2 -3 years administrative experience or executive administrative experience Working knowledge of Office 365, Sharepoint Experience using SAP Concur for travel arrangements Schedule: Monday - Friday, approximately 8am - 4:30pm. Hourly rate is $22-23/hr. "Wiss is committed to fostering a welcoming community. We seek candidates from all backgrounds to join our team and encourage our employees to bring their authentic and best selves to work. Applicants must be authorized to work for any employer in the U.S. This policy applies equally to applicants regardless of national origin. We are an Equal Opportunity Employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other legally protected status. To all staffing agencies: Wiss does not utilize 3rd party firms for any internal or client positions. Please be advised, Wiss is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of Wiss.

Performs a variety of administrative and clerical tasks, financial and human resources administration and provides professional support to one or more Managers and their direct reports. The role provides general offices services ensuring all administrative and operational processes and control standards are followed, while seeking to determine, develop, and participate in implementation of improvement opportunities, contributing to the effective and efficient operation of the business group. + Supports the execution of strategic initiatives; includes tracking metrics and milestones. + Builds effective relationships with internal/external stakeholders. + Analyzes data and information to provide insights and recommendations. + Leads the planning, coordinating and implementing department events. + Provides specialized and professional support to an executive and their senior managers within a large and diverse department or business group. + Coordinates and monitors budgets and reporting on results vs. budget. + Provides coaching and mentoring to more junior administrative assistants to support them in developing capability to carry out current job accountabilities. + Manages and monitors calendars and upcoming events. Dispatches meeting invitations, books meeting rooms and arranges for resources and other requirements in support of smooth and efficient meeting facilitation. Supports the coordination and implementation of department events. + Develops and maintains a filing system; ensures business and operational reports, forms, and other documentation, paper or electronic, are readily available. + Supports the development of tailored messaging, which may include writing, editing and distributing communications (e.g., correspondence, presentations, policies & procedures). + Dispatches outgoing communications. Answers central phone line, responding to and resolving/escalating inquiries. + Processes invoices for payment in adherence with documented processes and guidelines and vendor agreements + Prepares and logs departmental expense claims and reports. Tracks expenses to ensure they stay within budget. + Makes travel arrangements, booking flight/hotel reservations as needed. + Liaises with internal business units and external vendors and participates in the local coordination and implementation of premises and building related matters including incoming / outgoing staff and contractors, relocations, office planning and new furniture requirements while ensuring minimal interruptions to business operations. + Maintains supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies; verifying receipt of supplies. + Ensures all vacation and absence scheduling is documented, takes into account critical business needs, follows guidelines, and is managed consistently across employees in the group; identifies scheduling conflicts for resolution. + Coordinates training requirements for staff (research, booking, cancellations, confirmations, etc.). + Collaborates with internal and external stakeholders in order to deliver on business objectives. + Organizes work information to ensure accuracy and completeness. + Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. + Analyzes issues and determines next steps. + Broader work or accountabilities may be assigned as needed. **Qualifications:** + Typically between 3-5 years of experience in an administrative/professional support function and post-secondary degree in related field of study desirable. + Specialized knowledge. + Verbal & written communication skills - Good. + Organization skills - Good. + Collaboration & team skills - Good. + Analytical and problem solving skills - Good. **Salary:** $41,714.00 - $69,000.00 **Pay Type:** Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** **About Us** At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************** BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

A leading financial institution is seeking a Private Equity Fund Admin Associate to manage daily client deliverables for Private Equity fund administration. The role encompasses maintaining books and records, calculating management fees, and overseeing capital events. Candidates should have a CA/CPA qualification, 4+ years of experience in fund administration, and proficiency in accounting for complex transactions. Strong communication and team collaboration skills are essential for managing client expectations and resolving issues effectively. #J-18808-Ljbffr

Phoenix, Arizona **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************* **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **:** This job is responsible for preparing and reviewing documentation in accordance with bank policies and procedures to facilitate closings with the client. Key responsibilities include working on routine to more complex documentation as assigned by the Market Leader or designee and interfacing working with company vendors, legal counsel, line partners, and clients to ensure world-class documentation accuracy. Job expectations include maintaining accuracy of documentation and system of record financial data, delivering documents in a timely manner, and eliminating controllable rework. **LOB Specific Job Description:** The Document Administrator II for the Fulfillment Team will serve as the Business Banking "Loan Closing Coordinator" from a due diligence and documentation standpoint. The Document Administrator works with various business partners (clients, sales, credit underwriting, legal, and operations) to collect, review, and complete due diligence such as Insurance, UCC, Good Standing, Title, Collateral, etc. to ensure the loan documentation package is prepared correctly and ready to close on time for the client. Key responsibilities include documenting new facilities, amending existing facilities, and managing the closing process/due diligence requirements of commercial credit policy once engaged to Fulfillment. Effective communication and collaboration in the office with business partners, peers, and third-party vendors is essential to foster a cohesive environment. **Responsibilities:** + Ensures that loan documentation and lien perfection meet bank policies and procedures and that work products are delivered in an accurately and timely manner + Reviews documentation, performs due diligence and collateral perfection, and monitors loan documentation for a specific market segment + Reviews documents for accuracy, timely delivery, and necessary research requirements to ensure documentation reflects the appropriate transactional information and elimination of controllable rework + Reviews the loan approval and loan documents prepared by counsel to ensure consistency and adherence to requirements + Designs a robust filing and organizational process to assist in completing primary financial booking and initial loan funding + Works closely with Client Managers, Credit and Portfolio Officers, Agency Management, internal and external legal counsel, and many internal operational support units to ensure seamless execution of transactions **Required Qualifications:** + Prior experience in preparing or reviewing legal loan documentation + Demonstrated history of employing excellent communication skills both written and verbal and acts with urgency + Demonstrated ability to professionally handle multiple tasks while balancing the need for both quality and efficiency in a fast-paced metric-centric environment is a necessity + Strong working knowledge of Microsoft Office (Word, Excel, PowerPoint, Outlook, and OneNote) + Strong organizational skills with time management, and ability to manage multiple priorities under tight deadlines + Commitment to excellent internal and external customer service + Motivated, solution driven and creative thinker + Adapts and embraces change in technology, changes in policies and procedures + Demonstrates the ability to lead and fosters teamwork and change **Desired Qualifications:** + College Degree preferred + Working knowledge of LoanIQ, HotDocs, and Credit Center + Commercial real estate loan experience + Paralegal experience is beneficial + Comprehension of commercial credit operations + Desire the commitment to take on leadership responsibilities and grow within the role **Skills:** + Attention to Detail + Customer and Client Focus + Data Collection and Entry + Due Diligence + Prioritization + Adaptability + Business Acumen + Oral Communications + Written Communications + Research **Minimum Education Requirement:** + High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

About Calamos Calamos is a diversified, global asset and wealth management firm offering a wide range of innovative investment strategies. As one of the top liquid alternative asset managers in the world, Calamos maintains dedicated investment teams across all asset classes, with global research capabilities and access to specialized private and public markets. Calamos offers investment strategies and personal wealth management solutions through separately managed portfolios, mutual funds, ETFs, closed-end funds, private funds, and UCITS funds. Clients include major corporations, pension funds, endowments, foundations, and individuals, as well as the financial advisors and consultants who serve them. Headquartered in the Chicago metropolitan area (with offices in both Naperville and Fulton Market in Chicago), the firm also maintains offices in New York, San Francisco, Milwaukee, Portland, and the Miami area. Summary of the Role Calamos Investments is seeking a highly organized and proactive Administrative Assistant to provide comprehensive administrative support to our SVP, Head of Asset Allocation and Client Solutions. This role requires exceptional attention to detail, strong communication skills, and the ability to manage multiple priorities in a fast-paced investment management environment. This position will be located in our New York City office. Primary Responsibilities Proactively manage complex executive calendar, anticipating scheduling conflicts and making real-time adjustments. Coordinate internal strategy sessions, external client meetings, and industry conferences across multiple time zones. Arrange detailed travel itineraries, including flights, accommodations, ground transportation, and expense reconciliation. Prepare and edit correspondence, presentations, reports, and other materials with a high degree of accuracy and confidentiality. Liaise with internal departments to facilitate seamless workflow for the SVP. Screen and prioritize incoming communications, responding independently when appropriate. Support onboarding and administrative needs for team members within the Asset Allocation and Client Solutions team. Coordinate and prepare materials for investment committee meetings and client presentations. Assist with special projects, research, and ad hoc requests as needed. Handle related duties and responsibilities as assigned. Preferred Qualifications Bachelor's degree or equivalent administrative experience in a professional services environment. Minimum 3-5 years of administrative assistant experience, preferably in financial services or investment management. Prior experience supporting C-suite or SVP-level executives preferred. Advanced proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint). Exceptional organizational skills with ability to prioritize and manage multiple tasks simultaneously. Excellent written and verbal communication skills. Demonstrated ability to handle confidential information with discretion. Professional demeanor and ability to interact with senior executives and clients. Strong problem-solving skills and ability to work independently. Familiarity with financial terminology and investment products a plus. Compensation Disclosure The compensation for this role takes into account various factors, including work location, individual skill set, relevant experience, and other business needs. The estimated base salary range for this position is $65,000 - $85,000. Additionally, this position is eligible for an annual discretionary bonus. Please note that this is the current estimate of the base salary range intended for this role at the time of posting. The base salary range may be adjusted in the future. Benefits Calamos offers a comprehensive benefits package, including health and welfare benefits (medical, dental, vision, flexible spending accounts, and employer-paid short and long-term disability), as well as retirement benefits (401(k) and profit sharing), paid time off, paid parental leave, and other wellness benefits. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

The Administrative Assistant (AA) is responsible for providing in-office administrative support to their assigned office, but may also be assigned duties related to a geographical market and/or Geo. Duties assigned will use a variety of administrative systems and follow firm policies and procedures. The AA will be charged with providing administrative support services in accordance with BDO standards and will work with management members (principals and directors), service team or teams, an office or related offices to support, and/or national team or teams as needed. Duties may also include facility related duties, front desk and/or mail room duties. This is a variable hybrid role that may require up to full-time, on-site support, based on location and office needs. Job Duties: Supports various departments through standardized processing of assigned tasks using various firm systems, tools, and software. Support may include: Providing support to an assigned centralized administrative support ticket(s). Providing support to another administrative support teams or office. Providing support to a national, Geo or market team(s) including the e-filing support for national tax administration team Provides administrative support for larger scale in-office, market-wide meetings and conferences, including scheduling with Principals and Firm leaders, managing calendar invites, meeting room reservations and handling catering and set-up. Assists Office Administrator with obtaining coding and approval for vendor invoices including processing client invoices accurately with information provided by management. May include various firm/office membership or licenses. Assists with new hire onboarding and employee offboarding as directed. Provides expense reporting support by submitting an expense report ticket Collaborates with management to set up new clients, maintain and manage client data, billings and other ad hoc request Produces a variety of materials including but not limited to letters, memoranda, interoffice communications, confidential presentations, and reports. Handles related tax support services on a seasonal or as needed basis. Other duties as required Qualifications, Knowledge, Skills & Abilities: Education: * High School Diploma, GED or equivalent, required * Bachelor's degree, preferred Experience: * Three (3) or more years of administrative experience, required * Professional services firm experience, preferred Software: * Advanced level of proficiency in Microsoft Office Suite, required * Experience with firm's ERP preferred Language: * N/A Other Knowledge, Skills & Abilities: Ability to work in a deadline-driven environment and handle multiple projects / tasks with an attention to detail Advanced or expert in computer skills: Word, Excel, Outlook, PowerPoint. Experience in Peoplesoft database recommended Excellent written and verbal communication skills including superior grammar, spelling, and punctuation that enable the incumbent to work with top level management and other executive level clients. Possesses superior customer service skills. Displays independent judgment, finesse and diplomacy in all situations Consistently seeks to improve processes Excellent organizational skills and detail oriented that enable efficient and effective multi-tasking Capable of managing highly confidential information Ability to work well with all levels of management as well as outside external clients Team player who is willing to help out as needed Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $26.00/hr - $35.00/hr Colorado Range: $22.00/hr - $36.00/hr Maryland Range: $28.00/hr - $32.00/hr Minnesota Range: $28.85/hr - $32.70/hr NYC/Long Island/Westchester Range: $36.00/hr - $38.50/hr Washington Range: $26.00/hr - $35.00/hr Washington DC Range: $28.00/hr - $32.00/hr

Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio. Join Aprio's Tax Operations team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Tax Office Administrator to join their dynamic team. The Tax Office Administrator is a pivotal member of our team, responsible for ensuring smooth and efficient operations of the office. This individual supports various teams by managing administrative functions, maintaining office systems, and facilitating effective communication across all levels of the organization. The ideal candidate is proactive, detail-oriented, resourceful, able to multi-task and excels in organization and collaboration. Position Responsibilities: Provide high-level administrative support across multiple departments, acting as a backup for key personnel Support the Tax practice with printing, mailing, document management, and client deliverables Print and assemble physical deliverables Organize and prepare client tax return copies for mailing or electronic delivery Adhere to mailing policies and procedures Coordinate outgoing mail, shipping, and tracking with internal teams Scan, organize and save incoming Tax documents and mail Check tasks into Workflow and assign appropriately Communicate effectively with team members and departments to understand project needs and deadlines Assist in organizing tax meetings and tax training sessions, including logistics, catering, and materials preparation Provide support for special projects and additional tasks, as assigned Qualifications: High school diploma or equivalent; additional education or certification in office administration is a plus Proven experience in a receptionist or administrative role, preferably in a fast-paced environment Knowledge of tax-related terminology and procedures is advantageous Proficiency in office software (e.g., Microsoft Office Suite) and familiarity with tax software is beneficial Excellent communication and interpersonal skills Strong organizational abilities with attention to detail Professional demeanor and a customer-centric attitude Ability to handle confidential information with discretion and integrity Exceptional time management skills Ability to multi-task and prioritize tasks effectively to meet deadlines Why work for Aprio: Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm. Perks/Benefits we offer for full-time team members: Medical, Dental, and Vision Insurance on the first day of employment Flexible Spending Account and Dependent Care Account 401k with Profit Sharing 9+ holidays and discretionary time off structure Parental Leave - coverage for both primary and secondary caregivers Tuition Assistance Program and CPA support program with cash incentive upon completion Discretionary incentive compensation based on firm, group and individual performance Incentive compensation related to origination of new client sales Top rated wellness program Flexible working environment including remote and hybrid options What's in it for you: Working with an industry leader: Be part of a high-growth firm that is passionate for what's next. An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients. A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture. Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally. Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement. Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance. EQUAL OPPORTUNITY EMPLOYER Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law. Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.

I can be myself at work.You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniquenessand were committed to fostering Administrative, Coordinator, Skills

The Global Partners Office (GPO) is a newly formed client business group responsible for helping BlackRock deliver differentiated capital and strategic advice to the worlds most sophisticated clients as they look to engage more expansively and creat Associate, Global, Client Relations, Office, Business Services

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We are looking for an Administrative Assistant in La Jolla, CA. Essential Functions: * Provides a variety of administrative and staff support services to an organizational unit. * Performs a variety of administrative and clerical duties, which may include word processing, organizing electronic and paper files, scheduling meetings, maintaining calendars, processing incoming mail, answering phones, maintaining reports and other pertinent data. * May assist in budget preparation and control activities. * May assist in preparation and control of records, statistics, and reports regarding operations, personnel changes, etc. * May administer various programs, projects, and/or processes specific to the operating unit served. * May serve as administrative liaison with others within and outside the company regarding administrative issues related to purchasing, personnel, facilities, and operations. * May train and assist other employees. * Other duties as assigned. Qualifications: * Requires High School diploma or equivalent and 4+ yrs office, administrative, clerical, word processing or related experience. A combination of education and experience may meet requirements. * Must have an advanced knowledge of departmental functions, banking and/or departmental and administrative process and procedures. * Requires word processing, computer and customer service skills. * Strong organizational, customer relations and communications skills, both verbal and written. * Some analytical ability is required in order to gather and summarize data for reports, find solutions to various administrative problems. * Ability to handle sensitive and confidential situations. * Broad application of principles, theories, and concepts in applicable discipline. Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Parental Leave and Adoption Assistance * Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts * Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays * 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience * Mental health benefits including coaching and therapy sessions * Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire * Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $55,000 - $60,000 annually depending on job-related factors such as level of experience.

Provides administrative support to management to contribute to the overall efficient operation of the department. ESSENTIAL REQUIREMENTS Assures that assigned reports and / or projects are completed in a timely and efficient manner by compiling information and preparing it in final format. Coordinates the efficient operations of the department by maintaining confidential and general files, scheduling daily tasks, maintaining manuals, and performing necessary clerical duties relevant to the area. Provides optimum support to management through ongoing communication to assess / reassess priorities in order to meet deadlines. Prepares computer generated reports and information to department or division management as requested. Performs follow-up on all administrative details relevant for department efficiency. Responsible for the completion of all compliance training related to the position. Must understand all applicable laws and regulations that apply to the position and complies with the requirements. NON-ESSENTIAL FUNCTIONS Performs all other duties as assigned. EXPERIENCE/SKILLS Ten (10) or more years of experience in an office environment preferred. Proficiency in MS Office software (Excel, Word) is essential. Good organizational skills. Analytical and problem-solving skills with attention to detail. Able to prioritize workload and handle multiple competing tasks and demands. Ability to meet deadlines. Ability to handle multiple tasks in a fast-paced environment. Good written and verbal communication skills. EDUCATION High School Diploma/GED required. TRAVEL REQUIREMENTS Minimal or occasional travel for meetings, projects or training as needed. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions. While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds. EQUIPMENT MS Office PC, fax, phone and standard office equipment.

Our staff enjoy flexible hours, summer Fridays, and dress for your day attire! Essential Job Functions: Process tax returns. Reception and telephone duties - including initial contact with the public, answering and directing incoming calls. Mail duties. Provide assistance to all staff members including producing letters, mailings, client financial information, etc., adhere to code of ethics. Requirements: Minimum of at least 2 years' related experience. Possess excellent phone, MS Word, and Adobe Skills. Ability to write clearly, read and interpret written information, present ideas effectively and document activities. Ability to work with individuals with various needs while adhering to the firm's policies and procedures. Must possess excellent written and oral communication. Able to work some evenings and Saturdays during March and April. Benefits: Family Friendly Culture Competitive Salary Flexible Work Schedules This position would be in office during training and then hybrid once training is complete. Summer Fridays Dress for your Day Health Insurance, dental, vision, 401(k), life insurance, supplemental short and long-term disability

We are seeking a highly organized and proactive Administrative Assistant. In this role, you will serve as a trusted partner to our VP of Operations. You will work to anticipate needs, manage priorities, and ensure seamless day-to-day operations. The ideal candidate will demonstrate exceptional attention to detail, strong problem-solving skills, and the ability to communicate effectively with colleagues at all levels, as well as external vendors and partners. You will be responsible for coordinating schedules, facilitating meetings, preparing materials, and handling sensitive information with the utmost discretion and professionalism. Success in this role requires adaptability, sound judgment, and the ability to thrive in a fast-paced environment while balancing multiple priorities. If you are a skilled multitasker who takes pride in enabling executive and team success, we invite you to apply and join our dynamic organization. This is role is 100% on-site. KEY RESPONSIBILITIES: Proactively manage and optimize the department executive's daily schedule, calendar, and meetings to ensure maximum productivity. Serve as the first point of contact for incoming calls and requests, prioritizing communications and responding accordingly. Coordinate and organize meetings, conference calls, and special events, including preparing agendas and materials. Oversee all travel arrangements, including booking flights, accommodations, and itineraries, while effectively managing last-minute changes. Draft and edit correspondence, reports, presentations, and communications for internal and external stakeholders. Maintain spreadsheets, documents, and PowerPoint presentations to support initiatives. Organize and manage department files and records for easy access and efficiency. Assist with special projects, purchasing, and provide administrative support as needed. KNOWLEDGE, SKILLS, AND ABILITIES 5+ years of experience in an administrative support role Excellent communication skills - both written and verbal - with a professional and polished demeanor. Strong organizational and multitasking abilities, with a keen ability to prioritize and adapt to changing priorities. Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint). High level of discretion and confidentiality when handling sensitive information. Ability to work under pressure and meet tight deadlines in a fast-paced environment. A proactive, problem-solving mindset with the ability to anticipate needs and take initiative. EDUCATION QUALIFICATIONS: 4-year college degree preferred #americo

Provides administrative support to management to contribute to the overall efficient operation of the department. ESSENTIAL REQUIREMENTS Auto & Light Truck/Truckers Bank Plan Loan Operations Administrative Responsibilities: Assists in the review, system input and processing of incoming Auto & Light Truck funding requests. Follows up with customers for pending or additional required items to complete the funding package. Assists in the review of boarded loans to ensure accuracy. Serves as backup to compile and forward fully executed funding document copies to customers. Assures that assigned reports and / or projects are completed in a timely and efficient manner by compiling information and preparing it in final format. Administrative Responsibilities: Coordinates the efficient operations of the department by maintaining confidential and general customer files, scheduling daily tasks, maintaining manuals, and performing necessary clerical duties relevant to the area. Provides optimum support to management through ongoing communication to assess / reassess priorities in order to meet deadlines. Prepares computer generated reports and information to department or division management as requested. Performs follow-up on all administrative details relevant for department efficiency. Responsible for the completion of all compliance training related to the position. Must understand all applicable laws and regulations that apply to the position and complies with the requirements. NON-ESSENTIAL FUNCTIONS Performs all other duties as assigned. EXPERIENCE/SKILLS Two (2) or more years of experience in an office environment preferred. Proficiency in MS Office software (Excel, Word) is essential. Good organizational skills. Analytical and problem solving skills with attention to detail. Able to prioritize workload and handle multiple competing tasks and demands. Ability to meet deadlines. Ability to handle multiple tasks in a fast-paced environment. Good written and verbal communication skills. EDUCATION High School Diploma/GED required. TRAVEL REQUIREMENTS Minimal or occasional travel for meetings, projects or training as needed. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions. While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds. EQUIPMENT MS Office PC, fax, phone and standard office equipment.

Provides support to management to contribute to the overall efficient operation of the department. ESSENTIAL REQUIREMENTS Responsible for managing vehicle titles held as collateral for loans. This role involves collecting, processing, and maintaining vehicle titles, placing liens, and ensuring compliance with state and federal regulations. Collects and processes vehicle titles from customers and dealerships. Verifies the accuracy and completeness of title documents. Ensures all titles are properly recorded and stored securely. Places liens on vehicle titles as required by loan agreements. Ensures all lien placements are accurately recorded in the bank's system. Responds to customer inquiries regarding vehicle titles and liens. Works closely with loan officers and other bank staff to resolve title-related issues. Regular and predictable attendance is an essential requirement of the position. Completes assigned compliance training related to the position. Stays updated on all applicable laws and regulations that apply to the position and comply with the requirements. NON-ESSENTIAL FUNCTIONS Performs all other duties as assigned. EXPERIENCE/SKILLS One (1) year of experience in a similar role, preferably in a banking or automotive environment. Strong knowledge of vehicle title and lien processes. Excellent attention to detail and organizational skills. Strong communication and interpersonal skills. Ability to work independently and as part of a team. Proficiency in Microsoft Office Suite. EDUCATION High school diploma or equivalent; bachelor's degree in finance, business, or related field preferred. TRAVEL REQUIREMENTS Minimal or occasional travel for meetings, projects or training as needed. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions. While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds. EQUIPMENT MS Office PC, fax, phone and standard office equipment.

People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Apply today! What our team members are saying: Video Clip 1 Video Clip 2 Video Clip 3 Learn more about us at cathaybank.com GENERAL SUMMARY Responsible for the creation of in-depth analyses of bank CRA performance, including recommendations on how to improve performance - lending, investments, and services. Acts as a backup for other department positions when others are out of the office. Represents the Bank at various community events and fundraisers, acts as a champion for the CRA team at internal meetings and/or events. Assist with participating in CRA service activities and other assignments that contribute to the implementation and maintenance of an effective CRA Compliance Program for the Bank. ESSENTIAL FUNCTIONS Acts as a backup for other department positions when others are out of the office (Analysts and Assistant Manager) when needed. Perform secondary reviews and ensure accuracy of CRA data as necessary for the three CRA performance tests. Ensure that all department policies and procedures are updated in a timely manner. Represent the Bank and CRA team at various community events and bank sponsored events. Along with the SVP, Director of Community Development, be actively involved in the annual Risk Control Self-Assessment. Monitor reports and prepare quarterly performance analysis, annual self-assessment, strategic plan, and annual loan goals. This documentation will be presented by the SVP, Director of Community Development at the Risk & Compliance Committee, Enterprise Risk Management and Internal Control Committee meetings. Coordinate the preparation and distribution of meeting materials for the Community Advisory Committee meetings. Prepare and distribute meeting minutes for these meetings as well as be a regular attendee at these meetings. Take a very active role in the implementation of various special projects that will positively impact the CRA program, such as the Dodd Frank Section 1071, and changes to CRA regulations. Perform other special projects, as assigned by the SVP, Director of Community Development to include but not limited to the declined small business loan referral program and Supplier Diversity. Maintain current information for the Intranet, Public File, Bulletin, forms and charts. Assist with CRA activity performance tracking in other areas as needed. Complete assigned training courses in a timely manner. QUALIFICATIONS Education: Bachelor's degree is preferable in Business, Accounting, or Finance. Experience: Minimum of three years of banking experience. Some working knowledge of accounting or loan underwriting. CRA knowledge is a plus. Knowledge of CRA software and SharePoint preferred. Skills/Ability: Strong computer skills; proficient with Microsoft Office products. Takes initiative, works independently with minimal supervision, and consistently meets deliverable dates. Professional, able to effectively interact with all levels of the Bank as well as with external partners. Good organization and analytical skills. Excellent verbal and written communication skills. Highly organized, results-oriented with strong attention to detail and good follow-through skills. Enthusiastic and self-motivated. Willingness to work overtime occasionally to accomplish and meet deadlines, and to attend CRA activities. Ability to work offsite to perform service hours and attend CRA activities. OTHER DETAILS $33.65 - $48.08 / hour Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus. Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k). Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy. Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law. Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster: Poster- English Poster- Spanish Poster- Chinese Traditional Poster- Chinese Simplified Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.

The Administrative Assistant - Trust Services is responsible for administrative support for Account Managers/Trust Officers, maintaining all account files for compliance and audit and a variety of administrative and clerical support duties. Essential Functions * Follow established and defined policies and procedures requiring sound reasoning, judgment and initiative * Coordinate account documentation, including establishing, maintaining, and closing accounts on the trust accounting system * Coordinate documentation and communication with Trust Operations * Verify and/or process transactions, as directed * Initiate specific transactions , as directed * Identify/resolve daily account/administrative issues * Assist with special projects, seminars, and special events * Ensure total document and data integrity * Organize and file correspondence and documentation * Manage personal workload/workflow * Originate and type correspondence/documentation * Answer the telephone * Identify and resolve customer/operational issues * Assist customers, as needed * Partner with Trust personnel and operational staff * Generate customer documents and agreements, as directed * Input new account system information * Monitor overdrafts and excess cash balances in Trust Accounts * Monitor the timely processing of transfers when opening/closing accounts * Process distributions requests and bill payments for clients, as directed * Check previous days operational transactions * Monitor receipt of new account assets and money * Monitor receipt of closing account assets and money * Update current client system information to operations * Deposit/post all transactions * Provide assistance/training to other personnel * Contribute to various committees (as requested) * Perform Committee Secretary duties (as assigned) * Monitor and reconcile daily balance sheets, including those that come from outside record keepers * Coordinate and monitor all incoming rollovers into designated plan * Provide administrative support for all Account Managers/Trust Officers * Assist with audits and special projects as needed * Recommend improvements to procedures * Provide appropriate customer service levels * Minimizing departmental non-payroll costs * Maximize technology tools available * Ensure accuracy of financial data * Communicate problems or areas requiring attention to manager 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 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. Preferred Education High School Diplomaor equivalent Preferred Work Experience 3 - 5 yearscustomer service experience and Trust 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 work with PC's, word processing and spreadsheets Skill in telephone etiquette Clerical aptitude The pay range for this position is generally $21.60 - $24.50 per hour. Actual pay is based on various factors including but not limited to the successful candidate's experience, skills, and knowledge. Additional bonus earning opportunities and benefits are also available. Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

**Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team** **.** At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals. **Job Overview** **Position Schedule:** Full-Time Branch Address: 100 Nutrition Way, Brookville, OH This job posting is anticipated to remain open for 30 days, from 13-Jan-2026. The posting may close early due to the volume of applicants. **If you find yourself looking for a fulfilling career** , the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results. **Role Summary:** As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment. **We'll give you the support you need. Our team will be there every step of the way, providing:** + 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:** $22.50 **Hiring Maximum:** $24.36 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.