Branch Office Administrator

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

Job summary

An established industry player is seeking a Branch Office Administrator to join their team. This full-time role emphasizes relationship building and problem-solving, where you will be a key support to financial advisors. You will engage with clients, helping them identify their needs and achieve their financial goals. The company offers a comprehensive training program and a supportive environment that values diverse perspectives. If you are looking for a fulfilling career with opportunities for growth and recognition, this position could be the perfect fit for you.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401k

Paid Holidays

Vacation

Sick Leave

Personal Days

Bonus Opportunities

Qualifications

• Strong ability to build and deepen client relationships.
• Proficient in managing multiple priorities effectively.

Responsibilities

• Deliver personalized service to ensure clients feel understood.
• Plan and execute marketing events to engage clients.

Skills

Client Relationship Management

Problem Solving

Time Management

Office Technology Proficiency

Financial Market 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 critical 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 to help them identify and anticipate their needs. You and your financial advisor work together to help clients achieve their financial goals.

Job Overview

Position Schedule: Full-Time

Branch Address: 141 Wisconsin Avenue Suite 2, Kaukauna, WI

This job posting is anticipated to remain open for 30 days from 02-May-2025, but may close early due to application volume.

If you seek a fulfilling career, the Branch Office Administrator (BOA) role may be suitable. BOAs team with Financial Advisors to support clients' long-term financial goals. Our success is largely credited to their diverse backgrounds and experiences. We value different viewpoints to achieve results.

We provide support including:

• Comprehensive 6-month training with mentoring from experienced peers
• A broad support network from your branch to regional and home office levels
• While often working independently, you will have a large team backing you

Responsibilities and Expectations

• 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
• Plan and execute marketing events

Additional Benefits and Culture

• A culture emphasizing continuous improvement and professional growth
• An inclusive environment valuing diverse viewpoints
• Recognition programs supporting career growth, financial security, and well-being
• Full-time benefits including medical, dental, vision, voluntary benefits, disability, life insurance, 401k, HSA, FSA, paid holidays, vacation, sick leave, personal days, and bonus opportunities

Compensation Details

Edward Jones adopts a human-centered approach, partnering for positive impact. The pay range shown is a subset with potential for merit increases.

Hiring Minimum: $22.50

Hiring Maximum: $23.91

Skills and Requirements

• Ability to deepen client relationships
• Identify efficiencies
• Work independently
• Manage multiple priorities in a deadline-driven environment
• Proficiency with office technology
• Willingness to learn financial markets

About Us

Edward Jones is a Fortune 500 company with over 9 million clients and 20,000 advisors across the U.S. and Canada. We prioritize our clients and our people, fostering an inclusive, innovative, and supportive workplace. Our purpose is to partner for positive impact to improve lives and communities.