Top 427 Clerical assistant Jobs in Germantown Wi

Branch Office Administrator
Edward Jones —Grafton, WI
- Full-time
- Computer literacy
- Office
- Communication skills
- Profit sharing
- Health savings account
Client Relations Specialist
Accounting Freedom, Ltd. —Grafton, WI
- From $20 an hour
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Health insurance
- Dental insurance
Quick Apply
11d
Office Administrator
Petersen Products co. —Fredonia, WI
- $20 - $30 an hour
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
Receptionist - State Farm Agent Team Member
Adam Chamorro - State Farm Agent —Germantown, WI
- $50,000 - $60,000 a year
- Full-time
- Office
- Communication skills
- Entry level
- Paid holidays
- Disability insurance
Quick Apply
Clinical Office Assistant Float
Advocate Aurora Health —Milwaukee, WI
- $20.80 - $31.20 an hour
- Full-time
- Ability to walk for extended periods
- Office
- Administrative experience
Order/Data Entry Clerk
Hummel Pro North America —Grafton, WI
- Full-time
- ERP systems
- Office
- Administrative experience
7d
Office Assistant/Dispatcher
Precision Door Service —Menomonee Falls, WI
- $35,000 - $45,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Profit sharing
- Health insurance
Quick Apply
Medical Records Admission/Release of Information Specialist
Horizon Home Care & Hospice —Milwaukee, WI
- Full-time
- Mid-level
- Administrative experience
- High school diploma or GED
- Wellness program
- Health insurance
Administrative Assistant
Midwest Refrigerated Services —Milwaukee, WI
- $50,000 - $60,000 a year
- Full-time
- Office
- Administrative experience
- Data entry
Quick Apply
6d
Operations & Front Desk Administrator
Hitters Baseball —Menomonee Falls, WI
- From $25 an hour
- Part-time
- Administrative experience
- Computer skills
- In-person
- Flexible schedule
Quick Apply
10d
Receptionist - State Farm Agent Team Member
Catharine Albin - State Farm Agent —Cedarburg, WI
- $55,000 - $70,000 a year
- Full-time
- Office
- Communication skills
- Entry level
- Health insurance
- Paid time off
Quick Apply
Administrative Assistant
Dna Logistics Solutions LLC —Milwaukee, WI
- $24.80 - $29.87 an hour
- Part-time
- Office
- Administrative experience
- Organizational skills
- Dental insurance
- 401(k)
Quick Apply
9d
Administrative Assistant
Northcentral Telcom (NCT) —Menomonee Falls, WI
- $18 - $20 an hour
- Full-time
- Microsoft Outlook
- Customer service
- Computer literacy
- Paid holidays
- Disability insurance
Quick Apply
Rehab Clerical Aide
Advocate Aurora Health —Milwaukee, WI
- $20.80 - $31.20 an hour
- Full-time
- Word processing
- Computer literacy
- High school diploma or GED
Order/Data Entry Clerk
Hummel Pro North America LLC —Grafton, WI
- ERP systems
- Office
- Administrative experience
Quick Apply
8d
Scheduling Coordinator/Receptionist
Chiropractic Company —Menomonee Falls, WI
- $17 - $19 an hour
- Full-time
- Patient care
- In-person
- Communication skills
- Paid training
- Health savings account
Quick Apply
5d
Front Desk Receptionist
Willow Nail Salon —Wauwatosa, WI
- From $20 an hour
- Part-time
- Google Workspace
- Data entry
- Organizational skills
- Flexible schedule
Quick Apply
5d
Chiropractic Front Desk Receptionist
Connect Chiropractic —Wauwatosa, WI
- $18 - $23 an hour
- Full-time
- High school diploma or GED
- Communication skills
- Entry level
- Paid holidays
- Dental insurance
Quick Apply
ADMIN ASSISTANT II
Washington County, WI —Washington County, WI
- $21.40 - $26.37 an hour
- Online Application
- Microsoft Access
- Computer literacy
- Writing skills
1d
Payroll Coordination Clerk
We Energies (WE) —Milwaukee, WI
- $26.25 - $43.80 an hour
- Basic math
- Mid-level
- Office

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Branch Office Administrator

Edward Jones -
Grafton, WI

Apply Now

Job Details

Full-time

Benefits

Profit sharing
Health savings account
AD&D insurance
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Employee assistance program
Vision insurance

Qualifications

Opening bank accounts
Computer operation
Managing customer accounts
Customer communication
Investment advisory support
Correspondence management
Email customer support
Account maintenance
Financial transaction processing
Procedural guides
Computer literacy
Service scheduling
Client file management
Process improvement
Executive administrative support
Financial software
Team scheduling
Improving operational efficiency
Accurate transaction records management
Managing clients in a customer support role
Managing financial planning clients
Financial records management
Financial record maintenance
Investment account customer support
Productivity software
Documentation Handling
Account management
Standard operating procedures (SOPs)
Marketing
Client interaction via phone calls

Full Job Description

This job posting is anticipated to remain open for 30 days, from 16-Jul-2026. The posting may close early due to the volume of applicants.

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report.

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We’re proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results.

Role Summary:
As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment.

We’ll give you the support you need. Our team will be there every step of the way, providing:

Comprehensive 6-month training including an experienced peer to help mentor you
A wide support network that extends from your branch office to your region to the home office
You’ll often work independently but will have a team of thousands backing you every step of the way

Can you see yourself…

Delivering exceptional personalized service to ensure clients feel understood and informed
Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year
Actively listen for situations in the clients' lives that may indicate a need for additional services
Driving marketing activities such as planning and executing events

What skills would make you a successful BOA?

Analytical Thinking
Attention to Detail
Adaptability
Conversational Skills
Digital Tool Utilization
Team Collaboration

Role Requirements

Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records.
Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan.
Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

You can also expect…

A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions
An inclusive environment where everyone’s different viewpoints are valued and help to achieve results.
We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family’s well-being
Full-time Associates receive the following benefits:
- Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.

You'll be competitively compensated…

Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance.
The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role.

Apply Now

Refine Your Search

clerical assistant jobs in germantown wi

Branch Office Administrator

Client Relations Specialist

Office Administrator

Receptionist - State Farm Agent Team Member

Clinical Office Assistant Float

Order/Data Entry Clerk

Office Assistant/Dispatcher

Medical Records Admission/Release of Information Specialist

Administrative Assistant

Operations & Front Desk Administrator

Receptionist - State Farm Agent Team Member

Administrative Assistant

Administrative Assistant

Rehab Clerical Aide

Order/Data Entry Clerk

Scheduling Coordinator/Receptionist

Front Desk Receptionist

Chiropractic Front Desk Receptionist

ADMIN ASSISTANT II

Payroll Coordination Clerk

I want to receive the latest job alert for clerical assistant in germantown wi

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