Branch Office Administrator — Client Services & Ops

Edward Jones; Verona (WI); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Medical and prescription drug benefits

Dental and vision insurance

401(k) retirement plan

Paid holidays (10) and vacation (15)

Job summary

Edward Jones is seeking a Branch Office Administrator to support financial advisors and client accounts at our Verona, WI branch. This role focuses on delivering a high level of client service, handling inquiries, and coordinating administrative activities to help advisors meet client goals.

You will join a large, collaborative team, with training and resources to develop professionally and grow within the firm’s supportive environment.

Qualifications

• Strong analytical thinking and attention to detail to manage client information accurately.
• Ability to adapt to evolving client needs and processes.
• Excellent communication skills for inbound/outbound calls, email, and in-person interactions.
• Proficiency with digital tools and CRM software to support client accounts.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist in account opening, transfers, and client requests under the guidance of a financial advisor.
• Perform administrative tasks, schedule meetings, prepare materials, and support marketing initiatives.
• Learn and apply firm-provided software and technology to streamline branch operations.

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 and client accounts at our Verona, WI branch. This role focuses on delivering a high level of client service, handling inquiries, and coordinating administrative activities to help advisors meet client goals.

You will join a large, collaborative team, with training and resources to develop professionally and grow within the firm’s supportive environment.