Branch Office Administrator — Client Services & Operations

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

Benefits offered by this job

Medical and prescription drug

Dental

Vision

401k retirement plan

Ten paid holidays

Job summary

Edward Jones is hiring for a Branch Office Administrator to provide essential support to financial advisors and their teams. You will assist with client communications, account processing, scheduling, and preparation of materials for meetings, while contributing to a smooth branch operation.

In this role you’ll join a large support network across the branch, region, and home office, gaining hands-on training, mentorship, and the chance to grow within a well-established financial services firm.

Qualifications

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Respond to inquiries, resolve issues, and maintain accurate client records.
• Develop and maintain strong relationships with clients, referral sources, and internal teams.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Respond to inquiries, resolve issues, and ensure an exceptional client experience.
• Develop and maintain strong relationships with clients, referral sources, and internal client support team members.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is hiring for a Branch Office Administrator to provide essential support to financial advisors and their teams. You will assist with client communications, account processing, scheduling, and preparation of materials for meetings, while contributing to a smooth branch operation.

In this role you’ll join a large support network across the branch, region, and home office, gaining hands-on training, mentorship, and the chance to grow within a well-established financial services firm.