Branch Office Administrator

Edward Jones; Chilton (WI); On-site; USD 60,000 - 80,000; Full time

Job summary

Join a forward-thinking company as a Branch Office Administrator, where you will play a crucial role in client support and relationship building. This full-time position offers a competitive salary and comprehensive benefits, including medical, dental, and retirement plans. You will work closely with financial advisors to help clients achieve their financial goals, all while enjoying a supportive and inclusive work environment. With a focus on professional growth and recognition, this role is perfect for those who thrive in a collaborative setting and are eager to make a meaningful impact.

Benefits

Comprehensive training with mentorship

Support network from branch to corporate

Recognition programs

401k and profit sharing

Paid holidays and personal days

Employee Assistance Program

Qualifications

• Strong ability to deepen client relationships and identify opportunities.
• Proficient with office technology and willing to learn about financial services.

Responsibilities

• Deliver personalized service to ensure clients feel understood.
• Participate in annual business planning and drive marketing activities.

Skills

Client Relationship Management

Problem Solving

Office Technology Proficiency

Financial Services Knowledge

Job description

Join to apply for the Branch Office Administrator role at Edward Jones.

This range is provided by Edward Jones. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$22.00/hr - $23.00/hr

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 call our field associates branch teams. Most of our teams are small, and in a Client Support Team Professional role, you are a key member along with the financial advisor. You are the first voice clients hear and the first face they see. Your main responsibility is to understand your clients deeply, helping them identify and anticipate their needs. You and your financial advisor are essential in helping clients achieve their financial goals.

Job Overview

Position Schedule: Full-Time

Branch Address: 505 N Madison Street, Chilton, WI

This job posting is expected to remain open for 30 days from 05-May-2025, but may close early due to volume of applicants.

If you're seeking a fulfilling career, the Branch Office Administrator (BOA) role might be ideal. BOAs collaborate with Financial Advisors to help clients reach their financial goals. We value diverse backgrounds and viewpoints, which contribute to our success.

Support and Benefits

• Comprehensive 6-month training with mentorship from experienced peers
• Support network extending from your branch to regional and corporate levels
• Independent work with a large backing team

Key Responsibilities

• Deliver personalized service to ensure clients feel understood and informed
• Participate in annual business planning to develop strategies
• Listen actively for client needs and opportunities for additional services
• Drive marketing activities, including planning and executing events

Our Culture and Benefits

• Focus on continuous improvement and professional growth
• Inclusive environment valuing diverse viewpoints
• Recognition programs and long-term career support
• Full-time benefits include medical, dental, vision, voluntary benefits, disability, life insurance, 401k, HSA, FSA, paid holidays, vacation, sick leave, personal days, volunteer days, bonuses, profit sharing, and Employee Assistance Program

Compensation

We offer a competitive pay range:

• Hiring Minimum: $22.50
• Hiring Maximum: $23.91

There are opportunities for merit-based increases as you grow in the role.

Skills and Requirements

• Ability to deepen client relationships and identify opportunities for efficiency
• Ability to work independently and manage multiple priorities
• Proficiency with office technology
• Willingness to learn about financial services and markets

Awards & Recognition

We are proud of our awards and recognitions, reflecting our commitment to inclusion and excellence. Details can be found on our website.

About Us

Edward Jones is a Fortune 500 company with over 9 million clients and 20,000 financial advisors across the U.S. and Canada. We prioritize our clients and our associates, fostering an environment of respect, inclusion, and purpose.

Additional Details

• Seniority Level: Associate
• Employment Type: Full-Time
• Job Function: Business, Administrative, Customer Service

Referrals increase your chances of interviewing at Edward Jones by 2x. Sign in to set job alerts for "Branch Office Administrator" roles.