Branch Office Administrator: Client Services & Growth

Edward Jones; Bismarck (ND); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Healthcare benefits

401k & savings accounts

Paid holidays

Vacation days

Job summary

Edward Jones in the United States is hiring a Branch Office Administrator to provide frontline support to financial advisors and clients. You will manage client communications, assist with accounts, and help execute branch activities.

The role offers comprehensive training, broad internal support, and opportunities to grow within a nationwide network. Strong interpersonal skills and a detail-oriented mindset are essential.

Qualifications

• Client service focus and relationship-building skills.
• Ability to learn and understand financial services processes.
• Strong communication and organizational abilities.

Responsibilities

• Provide exceptional client service via calls, email, and in-person encounters.
• Assist with account management including openings/transfers and documentation.
• Handle administrative tasks, schedule meetings, and support branch business planning.
• Learn and use MoneyGuide, Salesforce, and Microsoft Office tools.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Job description

Edward Jones in the United States is hiring a Branch Office Administrator to provide frontline support to financial advisors and clients. You will manage client communications, assist with accounts, and help execute branch activities.

The role offers comprehensive training, broad internal support, and opportunities to grow within a nationwide network. Strong interpersonal skills and a detail-oriented mindset are essential.