Branch Office Administrator - Client Services & Events

Edward Jones; Stevens Point (WI); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401k retirement plan

Paid holidays

Job summary

Edward Jones is hiring a Branch Office Administrator (BOA) to join a collaborative client-focused team. You will provide seamless client service, support account-related requests, and assist with communications and scheduling.

The BOA role offers strong training, extensive branch and regional support, and opportunities to contribute to business planning. You'll work closely with financial advisors to support clients, manage workloads, and develop skills in money management tools and client

Qualifications

• Provide exceptional client service via calls, email and in-person interactions.
• Learn and understand the financial services industry and client workflows.
• Support administrative and operational tasks to enable advisor productivity.

Responsibilities

• Handle inbound/outbound calls, emails, and client inquiries to ensure a positive experience.
• Assist in account openings, transfers, and documentation under guidance of the advisor.
• Schedule appointments and prepare materials for client meetings.
• Support marketing initiatives and branch business planning.

Skills

Client service

Account management

Administrative support

Technology literacy

Team collaboration

Education

High school diploma or equivalent

Tools

Microsoft Office

Salesforce

Job description

Edward Jones is hiring a Branch Office Administrator (BOA) to join a collaborative client-focused team. You will provide seamless client service, support account-related requests, and assist with communications and scheduling.

The BOA role offers strong training, extensive branch and regional support, and opportunities to contribute to business planning. You'll work closely with financial advisors to support clients, manage workloads, and develop skills in money management tools and client