Branch Office Administrator: Client Services & Growth

Edward Jones; Luverne (MN); On-site; USD 38,000 - 60,000; Full time

Benefits offered by this job

6-month training

Strong support network

Team backing

Job summary

Edward Jones is seeking a Branch Office Administrator (BOA) to support financial advisors in delivering exceptional client service and managing accounts. You’ll join a large network, receive comprehensive training, and contribute to branch planning and event activities.

This role emphasizes attention to detail, client communication, and proficiency with office tech. As a BOA, you’ll help with account management, scheduling, materials for client meetings, and marketing support, working with a

Qualifications

• Analytical thinking to assess client needs and data.
• Precision and attention to client information and records.
• Ability to adapt to changing client situations and processes.
• Clear, effective communication with clients and team members.
• Comfort with digital tools and software used in banking.
• Collaborative mindset to work with advisors and support teams.

Responsibilities

• Provide exceptional client service via calls, email, and in person.
• Assist with account opening, transfers, and routine requests under advisor direction.
• Perform administrative and operational tasks, scheduling, and materials preparation.
• Learn and use firm-provided software (MoneyGuide, Salesforce, MS Office).

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Job description

Edward Jones is seeking a Branch Office Administrator (BOA) to support financial advisors in delivering exceptional client service and managing accounts. You’ll join a large network, receive comprehensive training, and contribute to branch planning and event activities.

This role emphasizes attention to detail, client communication, and proficiency with office tech. As a BOA, you’ll help with account management, scheduling, materials for client meetings, and marketing support, working with a