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Client-Centric Office Administrator | Finance Ops & CRM
Job in
Fond du Lac, Fond du Lac County, Wisconsin, 54035, USA
Listed on 2026-07-18
Listing for:
Edward Jones
Full Time
position Listed on 2026-07-18
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator -
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
Edward Jones in Fond du Lac, WI seeks a Branch Office Administrator to support financial advisors and clients, ensuring a positive client experience and smooth broker operations.
You will handle client accounts, communications, planning support, and record-keeping while using Money Guide, Salesforce, and Microsoft Office to keep processes up to date.
This role offers learning opportunities, teamwork with a growth-minded branch team, and exposure to diverse financial services activities.
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