Branch Office Administrator: Client Services & Ops

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

Benefits offered by this job

Medical & prescription benefits

Dental & vision insurance

401k retirement plan

Job summary

Edward Jones is seeking a Branch Office Administrator to support financial advisors with client service, account handling, and day-to-day branch operations. You will engage with clients, process transactions, and coordinate meetings in a collaborative team setting.

Role emphasizes strong communication, organizational skills, and comfort with technology. The position offers comprehensive training and integration into a broad support network spanning local branches to regional offices.

Qualifications

• Analytical thinking and problem solving to support financial advisor teams.
• Meticulous attention to detail in client interactions and data handling.
• Adaptability to a dynamic, fast-paced financial services environment.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist with account opening, transfers, and basic requests under advisor direction.
• Perform administrative tasks, schedule meetings, prepare materials, and support marketing initiatives.
• Leverage technology tools (MS Office, Salesforce) to streamline processes.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Job description

Edward Jones is seeking a Branch Office Administrator to support financial advisors with client service, account handling, and day-to-day branch operations. You will engage with clients, process transactions, and coordinate meetings in a collaborative team setting.

Role emphasizes strong communication, organizational skills, and comfort with technology. The position offers comprehensive training and integration into a broad support network spanning local branches to regional offices.