Branch Office Administrator: Client Services & Growth

Edward Jones; Manitowoc (WI); On-site; USD 34,000 - 52,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental and vision

401k retirement plan

Paid holidays

Vacation time

Job summary

Edward Jones is seeking a Branch Office Administrator (BOA) to join our team. You will provide seamless client service, support accounts and communications, and assist financial advisors in maintaining client relationships.

This role offers structured training and a broad support network across the branch, region, and home office. You will work in a collaborative environment where attention to detail, adaptability, and strong technical proficiency with common tools are valued.

Qualifications

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Develop and maintain strong relationships with clients, referral sources, and internal teams.
• Handle administrative tasks, scheduling, materials preparation, and support branch business planning.

Responsibilities

• Provide exceptional service to clients via multiple channels and build lasting relationships.
• Learn and understand the financial services industry; assist in account opening and transfers under advisor direction.
• Perform administrative tasks and support marketing initiatives; streamline processes and SOP updates.

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 join our team. You will provide seamless client service, support accounts and communications, and assist financial advisors in maintaining client relationships.

This role offers structured training and a broad support network across the branch, region, and home office. You will work in a collaborative environment where attention to detail, adaptability, and strong technical proficiency with common tools are valued.