Branch Office Administrator: Client Services & Growth

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

Benefits offered by this job

401k retirement plan

Medical and prescription drug coverage

Paid holidays

Vacation

Job summary

Edward Jones is seeking a Branch Office Administrator to join our client‑focused team. You’ll deliver exceptional service via calls, email, and in‑person interactions, while supporting account openings, transfers, and related client requests under the guidance of a financial advisor.

You’ll handle scheduling, meeting materials, and marketing initiatives, helping to execute the branch business plan. This full‑time role offers comprehensive training, a large support network, and opportunities for

Qualifications

• Analytical thinking to assess client needs and data.
• Attention to detail in handling client records and documents.
• Adaptability to changing client scenarios and priorities.
• Strong verbal and written communication with clients.
• Proficiency with MoneyGuide, Salesforce, and MS Office tools.

Responsibilities

• Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Learn and understand the financial services industry, including account openings and transfers.
• Handle scheduling, meeting materials, and marketing initiatives; support branch business plan execution.
• Learn and utilize firm tools and processes to support advisors and clients.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator to join our client‑focused team. You’ll deliver exceptional service via calls, email, and in‑person interactions, while supporting account openings, transfers, and related client requests under the guidance of a financial advisor.

You’ll handle scheduling, meeting materials, and marketing initiatives, helping to execute the branch business plan. This full‑time role offers comprehensive training, a large support network, and opportunities for