Branch Office Administrator: Client Service & Operations

Edward Jones; Benson (MN); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

401k plan

Paid holidays & vacation

Job summary

Edward Jones is seeking a Branch Office Administrator to provide seamless client service and administrative support to a financial advisor or team. You will manage client accounts, communicate with clients, and help maintain accurate records.

The role includes comprehensive six-month training, a broad support network, and opportunities to grow within a large, private firm that prioritizes clients and colleagues. Full-time with extensive benefits and ongoing development.

Qualifications

• Analytical thinking to assess client needs and data.
• Attention to detail for accurate client records and docs.
• Adaptability to support changing client needs and schedules.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Handle account openings, transfers, and requests as directed by the financial advisor.
• Support branch marketing initiatives and contribute to the annual business plan.

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 provide seamless client service and administrative support to a financial advisor or team. You will manage client accounts, communicate with clients, and help maintain accurate records.

The role includes comprehensive six-month training, a broad support network, and opportunities to grow within a large, private firm that prioritizes clients and colleagues. Full-time with extensive benefits and ongoing development.