Branch Office Administrator: Client-Centric Support & Growth

Edward Jones; Zumbrota (MN); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

401k

Paid holidays and vacation

Job summary

Edward Jones is seeking a Branch Office Administrator (BOA) to provide seamless client support and play a key role in daily operations. The BOA will assist with client accounts, communications, and service delivery while collaborating with financial advisors to support long-term financial goals.

The position includes 6-month training with mentorship, a broad internal support network, and opportunities to grow within a large, private firm that values inclusion and performance.

Qualifications

• Analytical and problem-solving ability for client interactions.
• Strong attention to detail in account handling and documentation.
• Adaptability to evolving client needs and firm processes.
• Excellent communication skills for client interactions via phone, email, and in person.
• Proficient use of digital tools and software used in client servicing.
• Collaborative mindset to work with advisors and teams.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Learn and understand the financial services industry and client needs.
• Perform administrative and operational support to assist the financial advisor(s).
• Schedule appointments, prepare meeting materials, manage correspondence, and support marketing initiatives.

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 (BOA) to provide seamless client support and play a key role in daily operations. The BOA will assist with client accounts, communications, and service delivery while collaborating with financial advisors to support long-term financial goals.

The position includes 6-month training with mentorship, a broad internal support network, and opportunities to grow within a large, private firm that values inclusion and performance.