Branch Office Administrator: Client Services & Growth

Edward Jones; Grand Forks (ND); Vor Ort; USD 42.000 - 64.000; Vollzeit

Benefits dieser Stelle

Medical insurance

401(k) retirement plan

Paid holidays & vacation

Zusammenfassung

Edward Jones is seeking a Branch Office Administrator to join our team in a client‑facing support role. You will assist financial advisors by handling client requests, account activity, and administrative duties to ensure a smooth client experience.

You will participate in business planning, support marketing efforts, and help maintain accurate client records using MoneyGuide, Salesforce, and Microsoft Office tools. A fast-paced, collaborative environment awaits with opportunities for growth.

Qualifikationen

• Strong analytical thinking and attention to detail are essential for client service and account management.
• Adaptability and teamwork are important in a dynamic, multi-advisor environment.
• Excellent communication skills help build relationships with clients and colleagues.

Aufgaben

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist with account opening, transfers, and processing requests under the direction of the financial advisor.
• Support administrative tasks, scheduling, materials preparation for client meetings, and marketing initiatives.

Kenntnisse

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Jobbeschreibung

Edward Jones is seeking a Branch Office Administrator to join our team in a client‑facing support role. You will assist financial advisors by handling client requests, account activity, and administrative duties to ensure a smooth client experience.

You will participate in business planning, support marketing efforts, and help maintain accurate client records using MoneyGuide, Salesforce, and Microsoft Office tools. A fast-paced, collaborative environment awaits with opportunities for growth.