Branch Office Administrator

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

Job summary

Join a leading financial services firm as a Branch Office Administrator, where you'll support financial advisors and clients in achieving their financial goals. This full-time role offers a comprehensive training program and a supportive work environment. You'll be responsible for client service, account management, and administrative tasks, contributing to a culture of continuous improvement and professional development. Enjoy a range of benefits, including health coverage and a rewards program.

Benefits

Comprehensive 6-month training

Health coverage

401k

Paid holidays

Vacation

Sick leave

Personal days

Potential bonuses

Qualifications

• Exceptional service via calls, email, and in-person interactions.
• Understanding financial services and handling account requests.

Responsibilities

• Provide administrative support to financial advisors.
• Facilitate communication and ensure a positive client experience.

Skills

Client Service

Account Management

Administrative Support

Technology

Tools

Microsoft Office

Salesforce

MoneyGuide

Job description

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Base pay range

$22.00/hr - $23.00/hr

Job Overview

Position Schedule: Full-Time

Branch Address: 102 Walnut St Suite 101, Winona, MN

This job posting is anticipated to remain open for 30 days, from 15-May-2025. The posting may close early due to the volume of applicants.

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 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.

Support and Benefits

• Comprehensive 6-month training including mentorship from an experienced peer
• A wide support network extending from your branch to the region and home office
• Independent work with a large backing team

Can you see yourself...

• Delivering exceptional personalized service to ensure clients feel understood and informed
• Participating in annual business planning to develop strategies for the upcoming year
• Listening actively for client needs that may require additional services
• Driving marketing activities such as planning and executing events

Expect to also experience...

• A culture of continuous improvement and professional development
• An inclusive environment valuing diverse viewpoints
• Recognition through a rewards program supporting long-term careers and well-being
• Benefits including health coverage, 401k, paid holidays, vacation, sick leave, personal days, and potential bonuses

Compensation

• Minimum: $22.50
• Maximum: $23.91

Skills/Requirements

• Client Service: Providing exceptional service via calls, email, and in-person interactions
• Account Management: Learning and understanding financial services, handling account requests
• Administrative & Operational Support: Working independently, managing appointments, supporting marketing, and streamlining processes
• Technology: Computer literacy and willingness to learn new software such as MoneyGuide, Salesforce, Microsoft Office

At Edward Jones, we value diversity and inclusion, building a place where everyone feels they belong. We are committed to equal opportunity employment and do not discriminate based on race, gender, age, disability, or any other protected status.