Branch Office Admin: Client Services & Growth

Edward Jones; Brooten (MN); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Full-time position

Benefits package

401k plan

Job summary

Edward Jones in Minnesota is seeking a Branch Office Administrator to provide frontline client support, assist with account activity, and help run daily branch operations. You’ll collaborate with financial advisors to ensure accurate client records and timely service across channels.

Ideal candidates will learn the financial services landscape quickly, excel at organization, and use technology like MoneyGuide, Salesforce, and MS Office to streamline processes and support growth.

Qualifications

• Provide exceptional client service via inbound/outbound calls, email and in-person interactions.
• Learn basics of the financial services industry and account handling procedures.
• Support administrative tasks and branch operations under guidance.

Responsibilities

• Client service: deliver outstanding support to clients and referral sources.
• Account management: assist with account opening, transfers, and requests.
• Administrative & operational support: schedule, prepare materials, manage correspondence.
• Technology: work with MoneyGuide, Salesforce, and Microsoft Office Suite.

Skills

Client Service

Account Management

Administrative Support

Technology

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones in Minnesota is seeking a Branch Office Administrator to provide frontline client support, assist with account activity, and help run daily branch operations. You’ll collaborate with financial advisors to ensure accurate client records and timely service across channels.

Ideal candidates will learn the financial services landscape quickly, excel at organization, and use technology like MoneyGuide, Salesforce, and MS Office to streamline processes and support growth.