Branch Office Administrator: Client Service & Operations

Edward Jones; Williston (ND); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical benefits

401k retirement plan

Paid holidays & vacation

Job summary

Edward Jones is seeking a Branch Office Administrator to join a dynamic team supporting financial advisors and clients. You will deliver frontline client service, manage accounts, and help execute the branch business plan.

Extensive training and a broad support network will guide you through daily tasks and client interactions. You will work in a collaborative environment that values diverse backgrounds, professional growth, and community impact.

Qualifications

• Analytical thinking to assess client situations and data.
• Attention to detail for accurate client records and transactions.
• Adaptability to support advisors in a dynamic environment.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions; build relationships.
• Assist in account opening, transfers, and processing per advisor directions; maintain records.
• Schedule appointments, prepare meeting materials, and support marketing initiatives; update SOPs.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

Microsoft Office

Salesforce

MoneyGuide

Job description

Edward Jones is seeking a Branch Office Administrator to join a dynamic team supporting financial advisors and clients. You will deliver frontline client service, manage accounts, and help execute the branch business plan.

Extensive training and a broad support network will guide you through daily tasks and client interactions. You will work in a collaborative environment that values diverse backgrounds, professional growth, and community impact.