Branch Office Administrator: Client Support & Growth

Edward Jones; Two Rivers (WI); On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

Medical and prescription drug benefits

Dental benefits

Vision benefits

Disability benefits

Life insurance

401k retirement plan

Paid holidays

Vacation days

Volunteer day

Employee Assistance Program

Job summary

Edward Jones is seeking a Branch Office Administrator (BOA) to support financial advisors and client accounts at our Wisconsin branch. You will handle client interactions, process account openings and transfers, and assist with communications and preparations for client meetings.

The role offers comprehensive training, a collaborative team environment, and opportunities to develop industry knowledge using firm tools and resources.

Qualifications

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist in account opening, transfers, and documentation under the guidance of a financial advisor.
• Support marketing initiatives and branch business planning to drive client engagement.
• Learn firm-provided software and technology to support daily operations.

Responsibilities

• Deliver outstanding client service to ensure clients feel understood and informed.
• Support client accounts and communication to maintain accurate records.
• Assist in annual business planning and marketing activities for the branch.
• Operate with independence while leveraging a large support network.

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 (BOA) to support financial advisors and client accounts at our Wisconsin branch. You will handle client interactions, process account openings and transfers, and assist with communications and preparations for client meetings.

The role offers comprehensive training, a collaborative team environment, and opportunities to develop industry knowledge using firm tools and resources.