Branch Office Administrator - Client Service & Operations

Edward Jones; Montevideo (MN); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Health insurance

401k retirement plan

Paid time off

Job summary

Edward Jones is hiring a Branch Office Administrator to provide essential client support and administrative assistance in a fast-paced branch environment.

You will handle client inquiries, assist with account processing, and help coordinate communications and marketing activities. This role offers robust training and opportunities to grow within a large, supportive financial services firm.

Qualifications

• Analytical thinking and excellent communication skills.
• Attention to detail and strong organizational abilities.
• Adaptability to dynamic client needs and processes.
• Comfort with digital tools and learning new software.

Responsibilities

• Provide exceptional service to clients via calls, email, and in-person interactions.
• Learn and understand the financial services industry; support account activities.
• Assist in scheduling, materials prep for meetings, and branch marketing initiatives.
• Maintain accurate client records and support administrative tasks.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is hiring a Branch Office Administrator to provide essential client support and administrative assistance in a fast-paced branch environment.

You will handle client inquiries, assist with account processing, and help coordinate communications and marketing activities. This role offers robust training and opportunities to grow within a large, supportive financial services firm.