Branch Office Administrator - Client Service & Growth

Edward Jones; Williston, Northern (ND, KY); Hybrid; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical benefits

Dental & Vision

401k retirement plan

Paid holidays & vacation

Volunteer time off

Job summary

Edward Jones invites applications for a Branch Office Administrator in Williston, ND. You will provide seamless client support, assist in managing client accounts, and help execute the branch business plan with a focus on accuracy and service quality.

Expect comprehensive training, a broad support network, and opportunities across a large national firm. This full-time role offers competitive benefits including medical, dental, and a robust retirement program.

Qualifications

• Provide exceptional client service via calls, email, and in-person interactions.
• Learn financial services processes including account opening and transfers.
• Prepare materials, schedule meetings, and support branch activities.
• Demonstrate proficiency with MoneyGuide, Salesforce and MS Office.

Responsibilities

• Deliver superior client service and build lasting client relationships.
• Support account management, including openings, transfers, and requests.
• Handle administrative tasks and assist in branch operations.
• Adopt new technologies and support marketing initiatives.

Skills

Analytical thinking

Attention to detail

Adaptability

Conversational skills

Digital tools

Team collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones invites applications for a Branch Office Administrator in Williston, ND. You will provide seamless client support, assist in managing client accounts, and help execute the branch business plan with a focus on accuracy and service quality.

Expect comprehensive training, a broad support network, and opportunities across a large national firm. This full-time role offers competitive benefits including medical, dental, and a robust retirement program.