Branch Office Administrator: Client-Focused Finance Support

Edward Jones; Murdock (MN); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k

Job summary

Edward Jones in Minnesota is hiring a Branch Office Administrator to provide seamless support to financial advisors and clients. You will help with client accounts, communications, and daily operations within a collaborative, client-first environment.

As part of a large team, you’ll receive comprehensive training, access to a broad network, and growth opportunities while delivering exceptional service and maintaining accurate records using MoneyGuide, Salesforce, and Microsoft Office tools.

Qualifications

• Provide exceptional client service via calls, email, and in-person interactions.
• Assist in account opening, transfers, and documentation.
• Support marketing initiatives and branch business planning.

Responsibilities

• Deliver outstanding client service through calls, emails, and in-person interactions.
• Support client accounts and maintain accurate records.
• Handle administrative tasks and scheduling under advisor guidance.
• Learn and apply firm-provided software and tools.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones in Minnesota is hiring a Branch Office Administrator to provide seamless support to financial advisors and clients. You will help with client accounts, communications, and daily operations within a collaborative, client-first environment.

As part of a large team, you’ll receive comprehensive training, access to a broad network, and growth opportunities while delivering exceptional service and maintaining accurate records using MoneyGuide, Salesforce, and Microsoft Office tools.