Branch Office Administrator: Client Service & Ops

Edward Jones; Morris (MN); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Medical and prescription coverage

Health Savings Account (HSA)

Flexible Spending Account (FSA)

Voluntary Benefits

Well-being programs

Retirement Plan

Job summary

Edward Jones in the United States is seeking a Branch Office Administrator to provide seamless support to clients, manage accounts, and assist financial advisors in achieving long-term goals. This role is part of a comprehensive training program and offers extensive support networks across the branch and regional offices.

The BOA will participate in a 6-month training plan, work with a team of thousands backing you, and contribute to marketing initiatives while delivering exceptional client

Qualifications

• Analytical thinking and attention to detail are essential for client service and account management.
• Adaptability and strong communication support client relationships and dynamic environments.
• Proficiency with digital tools (MS Office, CRM) and collaborative work styles are required.

Responsibilities

• Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
• Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, and supporting marketing initiatives.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Job description

Edward Jones in the United States is seeking a Branch Office Administrator to provide seamless support to clients, manage accounts, and assist financial advisors in achieving long-term goals. This role is part of a comprehensive training program and offers extensive support networks across the branch and regional offices.

The BOA will participate in a 6-month training plan, work with a team of thousands backing you, and contribute to marketing initiatives while delivering exceptional client