Branch Office Admin: Client Services & Growth Coach

Edward Jones; Dawson (MN); On-site; USD 38,000 - 60,000; Full time

Benefits offered by this job

Medical benefits

Dental

Vision

401k retirement plan

Paid holidays

Vacation days

Disability insurance

Life insurance

Employee Assistance Program

Job summary

Edward Jones in Minnesota is seeking a Branch Office Administrator to join our client-focused team. You will support financial advisors by handling client accounts, scheduling, communications, and operations to ensure an exceptional client experience.

This role offers comprehensive training, a broad support network, and the chance to grow within a privately held firm that prioritizes clients, communities, and long-term relationships.

Qualifications

• Provide exceptional client service via inbound/outbound calls, email and in-person interactions.
• Learn the financial services industry, including account openings and transfers under advisor direction.
• Work independently at the direction of the financial advisor and support branch operations.

Responsibilities

• Provide exceptional client service via inbound and outbound calls, email, and in-person interactions.
• Open accounts, handle transfers, and fulfill advisor-directed requests.
• Prepare materials for client meetings and manage correspondence.
• Support marketing initiatives and update SOPs as needed.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones in Minnesota is seeking a Branch Office Administrator to join our client-focused team. You will support financial advisors by handling client accounts, scheduling, communications, and operations to ensure an exceptional client experience.

This role offers comprehensive training, a broad support network, and the chance to grow within a privately held firm that prioritizes clients, communities, and long-term relationships.