Branch Office Administrator
Employment type
Full-time
Work setting
On-site
Location
Brookfield, WI
Schedule
Day shift
Posted
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Job overview
The Branch Office Administrator (BOA) role is an onsite position located in Brookfield, WI. Compensation is not specified for this role, which supports the client service team at Edward Jones by providing administrative assistance to financial advisors. This role exists to ensure seamless client experiences by managing account documentation, facilitating communication, and assisting with business planning. The BOA contributes to the firm's mission by providing personalized service and operational support to help clients achieve their long-term financial goals.
What you'll do
- Provide administrative support to financial advisors, manage client account documentation, facilitate communication, assist with business planning, and utilize digital tools for office operations.
What we're looking for
- Skills & competencies
- full-timeday shiftbrookfield wiedward jonesadministrativeclient servicefinancial servicesonsiteoffice supportno on-call
- Work arrangement
- Weekend coverage required
Benefits & perks
- Medical, dental, vision, 401k, paid holidays, vacation, sick time, and Employee Assistance Program.
About the employer
Edward Jones is hiring for this role. Industry: Trust, Fiduciary, and Custody Activities. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Trust, Fiduciary, and Custody Activities
- Occupation code
- 43-6014.00
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Listing ID: 8bd41448-385a-4404-8c9b-a1904deff405