Branch Office Administrator — Client Services & Growth

Edward Jones; Eau Claire (WI); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Full-time benefits package

Paid holidays

401k retirement plan

Job summary

Edward Jones is seeking a Branch Office Administrator (BOA) to support financial advisors and clients. You will manage client communications, accounts, and administrative tasks within a collaborative team environment.

Join a Fortune 500‑scale firm that prioritizes clients, inclusivity, and professional development. Training is provided, with a path to grow within a large, nationwide network.

Qualifications

• Analytical thinking to assess client needs and data.
• Attention to detail in handling accounts and records.
• Adaptability to evolving client scenarios and process changes.
• Strong communication for inbound/outbound calls and in-person interactions.

Responsibilities

• Provide client service via calls, email, and in-person interactions.
• Assist in account openings, transfers, and documentation.
• Support scheduling, meeting materials, and branch initiatives.
• Learn and use MoneyGuide, Salesforce, and Microsoft Office.

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 (BOA) to support financial advisors and clients. You will manage client communications, accounts, and administrative tasks within a collaborative team environment.

Join a Fortune 500‑scale firm that prioritizes clients, inclusivity, and professional development. Training is provided, with a path to grow within a large, nationwide network.