Branch Office Administrator: Client Service & Growth

Edward Jones; Rochester (MN); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical coverage

HSA

FSA

Voluntary Benefits

Well-being programs

Retirement plan

Job summary

Edward Jones seeks a Branch Office Administrator to join a client‑centric team at a local branch. You will support client accounts, handle inquiries, and assist financial advisors with documentation, meetings, and marketing activities.

The role emphasizes strong communication, accuracy, and independent problem solving, with comprehensive training and regional support to help you succeed in a collaborative environment.

Qualifications

• Analytical thinking and problem-solving applied to client service.
• Attention to detail in client records and transactions.
• Adaptability to a dynamic financial-services environment.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Assist in account openings, transfers, and documentation for advisors.
• Perform administrative tasks, schedule meetings, and support marketing initiatives.
• Utilize firm software and MS Office to maintain accurate client records.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Job description

Edward Jones seeks a Branch Office Administrator to join a client‑centric team at a local branch. You will support client accounts, handle inquiries, and assist financial advisors with documentation, meetings, and marketing activities.

The role emphasizes strong communication, accuracy, and independent problem solving, with comprehensive training and regional support to help you succeed in a collaborative environment.