Branch Office Administrator

Edward Jones; Fairmont (MN); On-site; USD 60,000 - 80,000; Full time

Job summary

Edward Jones is seeking a Branch Office Administrator in Fairmont, MN. This full-time role involves providing exceptional client service, managing accounts, and supporting financial advisors. The position offers a competitive hourly wage, comprehensive training, and a supportive work environment focused on professional growth.

Benefits

Comprehensive 6-month training

Extensive support network

Full-time benefits including medical, dental, and vision

401k and paid holidays

Recognition programs

Qualifications

• Provide exceptional client service via calls, email, and in-person interactions.
• Support administrative tasks, schedule appointments, and assist with marketing.
• Proficient in technology and willing to learn new software.

Responsibilities

• Understand clients' needs and help them achieve financial goals.
• Manage client accounts and facilitate communication.
• Collaborate with financial advisors to provide support.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

Microsoft Office

Salesforce

MoneyGuide

Job description

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This range is provided by Edward Jones. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$22.00/hr - $23.00/hr

Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.

At Edward Jones, we intentionally call our field associates branch teams. Most of our teams are small, with two or three people. In a Client Support Team Professional role, you are a critical member, working alongside the financial advisor. You are the first voice clients hear when they call or walk in. Your main responsibility is to understand your clients deeply, helping them identify and anticipate their needs. You and your financial advisor collaborate to help clients achieve their financial goals.

Job Overview

Position Schedule: Full-Time

Branch Address: 220 Lake Avenue, Fairmont, MN

This job posting is expected to stay open for 30 days from 19-May-2025; it may close earlier if filled.

If you seek a fulfilling career, the Branch Office Administrator (BOA) role could be ideal. BOAs support financial advisors in helping clients reach their financial objectives. The primary role involves providing administrative support, managing client accounts, and facilitating communication. We value diverse backgrounds and viewpoints, which contribute to our success.

Role Summary

As a Branch Office Administrator, you will be essential in supporting clients seamlessly, managing accounts, and ensuring a positive experience. This role offers growth in a dynamic environment.

Support & Training

• Comprehensive 6-month training with mentorship from experienced peers
• Extensive support network from branch to regional and corporate levels
• Opportunity to work independently with backing from a large team

What We Look For

• Delivering personalized, exceptional service
• Participating in annual business planning and strategy development
• Listening actively to client needs for additional services
• Driving marketing activities, including event planning and execution

Additional Benefits

• Culture of continuous improvement and professional development
• Inclusive environment valuing diverse perspectives
• Recognition programs supporting long-term careers, financial security, and well-being
• Full-time benefits include medical, dental, vision, voluntary benefits, disability, life insurance, 401k, and paid holidays and time off.

Compensation

Edward Jones offers a competitive, human-centered pay approach with bonuses and profit sharing based on performance and firm profitability.

Hiring Range: $22.50 - $23.91

Skills & Requirements

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

Role Requirements

• Provide exceptional client service via calls, email, and in-person interactions
• Learn and manage client accounts, including transactions and documentation
• Support administrative tasks, schedule appointments, and assist with marketing
• Proficient in technology and willing to learn new software like MoneyGuide, Salesforce, and Microsoft Office

Awards & Accolades

We celebrate our associates' contributions and recognitions, both in the U.S. and Canada.

About Us

Edward Jones is a Fortune 500 company focused on client service, with over 9 million clients and 20,000 advisors in the U.S. and Canada. We prioritize our purpose: partnering for positive impact, fostering an inclusive, innovative, and supportive workplace.

We do not discriminate based on race, gender, religion, or other protected statuses.

Additional Details

• Seniority Level: Associate
• Employment Type: Full-time
• Job Function: Business, Administrative, Customer Service

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