Branch Office Administrator: Client Services & Growth

Edward Jones; Chokio (MN); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical & Prescription Insurance

Dental Insurance

Vision Insurance

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones is hiring a Branch Office Administrator (BOA) to provide essential support to financial advisors and clients. You will help manage client accounts, coordinate communications, and contribute to the branch's daily operations, while engaging in ongoing training and development.

As part of a large, client-focused team, you’ll gain exposure to financial services, marketing activities, and technology tools, with opportunities for career advancement and a comprehensive benefits package

Qualifications

• Client Service: Provide exceptional service via calls, email, and in-person interactions.
• Account Management: Learn financial services and handle transfers and requests.
• Administrative & Operational Support: Schedule, prepare materials, manage correspondence, and support marketing.
• Technology: Proficient with firm software and willingness to learn MoneyGuide, Salesforce, Office applications.

Responsibilities

• Provide exceptional client service via inbound and outbound calls, email, and in-person interactions.
• Manage client accounts including openings, transfers, and documentation.
• Support branch operations: scheduling, materials for meetings, processing requests, updating SOPs.
• Learn and use MoneyGuide, Salesforce, and Microsoft Office in daily 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 (BOA) to provide essential support to financial advisors and clients. You will help manage client accounts, coordinate communications, and contribute to the branch's daily operations, while engaging in ongoing training and development.

As part of a large, client-focused team, you’ll gain exposure to financial services, marketing activities, and technology tools, with opportunities for career advancement and a comprehensive benefits package