Branch Office Administrator: Client Services & Ops

Edward Jones; Two Rivers (WI); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

6-month training

Comprehensive benefits (medical, dent,

401k retirement plan and saving

Paid holidays and vacation

Job summary

Edward Jones is seeking a Branch Office Administrator to provide seamless client support and administrative assistance to a financial advisor or team. You will help manage client accounts and ensure a positive client experience in a dynamic environment.

This role includes coordinating communications, supporting the branch business plan, and contributing to a collaborative, growth‑oriented culture with strong training and benefits.

Qualifications

• Analytical thinking to assess client needs and problems.
• Attention to detail in data handling and records.
• Adaptability to respond to evolving client requests.
• Strong conversational skills for client interactions.
• Proficiency with digital tools and software platforms.
• Collaborative mindset within a branch team.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist with account opening, transfers, and requests under the advisor's direction.
• Support scheduling, meeting materials, correspondence, and branch initiatives.
• Learn and use MoneyGuide, Salesforce, and Microsoft Office products.

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 provide seamless client support and administrative assistance to a financial advisor or team. You will help manage client accounts and ensure a positive client experience in a dynamic environment.

This role includes coordinating communications, supporting the branch business plan, and contributing to a collaborative, growth‑oriented culture with strong training and benefits.