Branch Office Administrator: Client Service & Growth

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

Benefits offered by this job

Medical and prescription drug

Dental

Vision

Short- and long-term disability

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients at our Minnesota branch. You’ll handle client communications, account processing, and daily office operations while collaborating with a large network of colleagues across the firm.

Expect comprehensive training and a pathway to build a long-term career in a supportive, people-first culture. The BOA role emphasizes client service excellence, process improvement, and reliable teamwork within a

Qualifications

• Client service delivered via inbound/outbound calls, email and in-person.
• Account management including opening and transferring accounts and maintaining records.
• Administrative and operational support with ability to work independently.
• Willingness to learn MoneyGuide, Salesforce and firm software.

Responsibilities

• Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Account Management: Learn and understand the financial services industry, including account opening and transfers as directed by the advisor.
• Administrative & Operational Support: Work independently under the guidance of the advisor and handle scheduling, materials, and SOP updates.
• Technology: Learn firm software such as MoneyGuide, Salesforce and Microsoft Office applications.

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 support financial advisors and clients at our Minnesota branch. You’ll handle client communications, account processing, and daily office operations while collaborating with a large network of colleagues across the firm.

Expect comprehensive training and a pathway to build a long-term career in a supportive, people-first culture. The BOA role emphasizes client service excellence, process improvement, and reliable teamwork within a