Branch Office Administrator: Client-Focused Support & Growth

Edward Jones; Danvers (MN); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical and Prescription Drug

401k Retirement Plan

Paid Holidays

Paid Vacation

Job summary

Edward Jones is seeking a Branch Office Administrator (BOA) to provide essential support to financial advisors and clients. You’ll handle client accounts, communications, and administrative tasks to help advisors focus on serving clients’ long-term financial goals.

You’ll join a large, privately-held firm with comprehensive training, a broad support network, and opportunities to grow. Expect collaborative teamwork and a role that blends customer service with operational excellence.

Qualifications

• Analytical thinking to assess client needs and processes.
• Attention to detail in handling account information and documents.
• Adaptability to changing client situations and priorities.
• Strong communication skills for client interactions (in-person, calls, email).
• Proficiency with digital tools used in advisory support and CRM.
• Ability to collaborate with advisors and cross-functional teams.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist with account openings, transfers, and routine requests under the advisor's direction.
• Perform administrative tasks, schedule meetings, prepare client meeting materials, and support marketing initiatives.
• Learn and use firm software such as MoneyGuide, Salesforce, and Microsoft Office; adapt to new tools.

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 essential support to financial advisors and clients. You’ll handle client accounts, communications, and administrative tasks to help advisors focus on serving clients’ long-term financial goals.

You’ll join a large, privately-held firm with comprehensive training, a broad support network, and opportunities to grow. Expect collaborative teamwork and a role that blends customer service with operational excellence.