Branch Office Administrator: Client Care & Operations

Edward Jones; Sunburg (MN); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Health benefits

Dental & Vision

401k plan

HSA & FSA

Paid holidays

Vacation & sick leave

Volunteer time

Job summary

Edward Jones is seeking a Branch Office Administrator to provide seamless client support and administrative backup for one or more financial advisors. You will help manage client accounts, coordinate communications, and drive the branch's daily operations in a dynamic financial services environment.

This role offers training, team backing from a large network, and opportunities for growth within a privately-held firm emphasizing client outcomes and community impact.

Qualifications

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Learn and perform account openings, transfers, and other advisor-directed requests.
• Deliver comprehensive administrative and operational support and assist in branch business planning.
• Demonstrate strong computer literacy and willingness to learn new programs and tools.

Responsibilities

• Client Service: respond to inquiries, resolve issues, and build relationships.
• Account Management: process transactions, maintain client records, support advisor requests.
• Administrative & Operational Support: scheduling, materials prep, correspondence, SOP updates.
• Technology: use MoneyGuide, Salesforce, and MS Office; learn firm-provided software.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator to provide seamless client support and administrative backup for one or more financial advisors. You will help manage client accounts, coordinate communications, and drive the branch's daily operations in a dynamic financial services environment.

This role offers training, team backing from a large network, and opportunities for growth within a privately-held firm emphasizing client outcomes and community impact.