Branch Office Administrator - Client Services & Growth

Edward Jones; Whitewater (WI); On-site; USD 40,000 - 64,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401k retirement plan

Paid holidays

Job summary

Edward Jones is seeking a Branch Office Administrator to support financial advisors by handling client communications, account processing, and daily branch operations. You will join a team that prioritizes client service and a positive client experience.

The role emphasizes learning the financial services space, maintaining accurate records, and contributing to business planning through coordinated administrative efforts.

Qualifications

• Analytical mindset to assess client needs and data
• Strong attention to detail in handling client records
• Adaptability to support evolving client scenarios
• Excellent communication with clients and colleagues
• Comfort with digital tools and firm-provided software
• Collaborative approach with a supporting team

Responsibilities

• Provide exceptional service to clients via calls, email, and in-person interactions.
• Learn and understand the financial services industry and account handling procedures.
• Perform administrative tasks, schedule appointments, and support branch business plans.
• Utilize technology tools and software to support client accounts and processes.

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 support financial advisors by handling client communications, account processing, and daily branch operations. You will join a team that prioritizes client service and a positive client experience.

The role emphasizes learning the financial services space, maintaining accurate records, and contributing to business planning through coordinated administrative efforts.