Branch Office Administrator — Elevate Client Experience

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

Benefits offered by this job

6-month training program

Mentorship and peer support

Extensive branch-to-home office help

Job summary

Edward Jones is seeking a Branch Office Administrator in Wisconsin to support financial advisors, handle client inquiries, and manage accounts with precision. You’ll assist with account openings, transfers, and documentation while maintaining a high standard of client care and accuracy. Training and regional support will help you grow professionally.

The role emphasizes independent work within a collaborative team, with opportunities to contribute to planning, events, and community outreach.

Qualifications

• Strong analytical thinking and detail orientation for client accounts and data.
• Excellent communication skills for inbound/outbound calls and in-person needs.
• Comfort with learning new financial software and workflow tools.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Assist with account opening, transfers, and routine client requests under advisor direction.
• Support branch operations, meetings, and marketing initiatives.
• Utilize technology tools to streamline processes and maintain accurate records.

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 in Wisconsin to support financial advisors, handle client inquiries, and manage accounts with precision. You’ll assist with account openings, transfers, and documentation while maintaining a high standard of client care and accuracy. Training and regional support will help you grow professionally.

The role emphasizes independent work within a collaborative team, with opportunities to contribute to planning, events, and community outreach.