Branch Office Administrator

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

Job summary

Join a leading financial services firm as a Branch Office Administrator in Perham, MN. This full-time position involves supporting financial advisors and ensuring a positive client experience. You will manage client accounts, facilitate communication, and contribute to business strategies. With comprehensive training and a supportive environment, this role offers significant growth opportunities and a culture of continuous improvement.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

Disability Insurance

Life Insurance

401k

HSA

FSA

Paid Holidays

Vacation

Qualifications

• Provide exceptional client service via calls, email, in-person interactions.
• Handle account management tasks, process transactions, maintain records.

Responsibilities

• Deliver personalized service to make clients feel understood and informed.
• Participate in annual business planning and strategy development.
• Plan and execute marketing events.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Proficiency

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Join to apply for the Branch Office Administrator role at Edward Jones

Base pay range

$21.00/hr - $22.00/hr

Would you call yourself a relationship builder, a problem solver, or a critical thinker? If yes, we need you on our team. At Edward Jones, our field associates are called branch teams. As a Client Support Team Professional, you are a critical member, being the first voice clients hear and face they see. Your main responsibility is to understand clients deeply to help them identify and anticipate their needs, working closely with financial advisors to help clients achieve their financial goals.

Job Overview

Position Schedule: Full-Time

Branch Address: 256 3rd St Se, Perham, MN

This posting remains open for 30 days from 13-May-2025, but may close early based on application volume.

If you seek a fulfilling career, the Branch Office Administrator (BOA) role might be suitable. BOAs support financial advisors in helping clients meet their long-term financial goals. They provide administrative support, are valued team members, and bring diverse backgrounds that contribute to our success.

Role Summary

As a BOA, you will support our team by managing client accounts, facilitating communication, and ensuring a positive client experience. This role offers growth in a dynamic, rewarding environment.

Support Provided

• Comprehensive 6-month training with mentorship from experienced peers
• Support network spanning from your branch to regional and home offices
• Independent work complemented by a large backing team

What You’ll Do

• Deliver personalized service to make clients feel understood and informed
• Participate in annual business planning and strategy development
• Listen actively for client needs and opportunities for additional services
• Plan and execute marketing events

Additional Benefits and Culture

• Culture of continuous improvement and professional development
• Inclusive environment valuing diverse viewpoints
• Recognition programs supporting long-term career and financial security
• Full-time benefits include medical, dental, vision, disability, life insurance, 401k, HSA, FSA, paid holidays, vacation, sick/personal days, volunteer days, and potential bonuses and profit sharing

Compensation

• Competitive pay based on a human-centered approach, with bonus opportunities
• Pay range: Minimum $21.38, Maximum $22.71, with potential merit increases

Skills and Requirements

• Analytical Thinking, Attention to Detail, Adaptability, Conversational Skills, Digital Tool Proficiency, Team Collaboration
• Provide exceptional client service via calls, email, in-person interactions
• Handle account management tasks, process transactions, maintain records
• Support administrative and operational tasks independently
• Proficient in computer skills; willing to learn software like MoneyGuide, Salesforce, Microsoft Office

About Us

Edward Jones is a Fortune 500 company serving over 9 million clients with over 20,000 advisors across the U.S. and Canada. We prioritize our clients and colleagues, fostering an inclusive, innovative, and supportive environment. We value contributions and recognize achievements, aiming to be the best place to start or build a career.