Branch Office Administrator: Client Service & Operations

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

Benefits offered by this job

Medical and prescription drug benefits

Dental insurance

Vision insurance

401(k) retirement plan

Paid holidays and vacation

Job summary

Edward Jones is seeking a Branch Office Administrator to join our U.S. team and provide essential client service and administrative support to financial advisors. You will help manage client accounts, facilitate communications, and contribute to a positive client experience.

You’ll learn the financial services business while supporting daily operations, account processing, and marketing efforts. A collaborative environment and comprehensive training will help you grow your career with Edward

Qualifications

• Provide exceptional client service via multiple channels and build strong client relationships.
• Learn and support account opening, transfers, and documentation for financial advisors.
• Demonstrate organizational and communication skills to support branch operations.

Responsibilities

• Provide exceptional service to clients via inbound/outbound calls, email, and in-person interactions.
• Assist in account opening, transfers, and routine client requests as directed by the financial advisor.
• Schedule appointments, prepare materials for meetings, manage correspondence, and support marketing initiatives.
• Support the branch business plan and update SOPs as needed.

Skills

Client service

Account management

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 join our U.S. team and provide essential client service and administrative support to financial advisors. You will help manage client accounts, facilitate communications, and contribute to a positive client experience.

You’ll learn the financial services business while supporting daily operations, account processing, and marketing efforts. A collaborative environment and comprehensive training will help you grow your career with Edward