Branch Office Administrator – Client Services & Growth

Edward Jones; Madelia (MN); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Comprehensive training

Extensive support network

Competitive benefits

Job summary

Edward Jones is seeking a Branch Office Administrator (BOA) to support financial advisors in delivering exceptional client service. The role focuses on account handling, scheduling, and documentation, with ample training and a wide support network spanning the branch, region, and home office.

You will engage in client communication, assist in business planning, and actively identify opportunities to provide additional services.

Qualifications

• Analytical thinking and strong attention to detail are essential.
• Able to adapt to changing client needs and priorities.
• Excellent communication skills across calls, email, and in-person interactions.

Responsibilities

• Client Service: provide exceptional service to clients via inbound/outbound calls, email and in-person interactions; respond to inquiries and resolve issues.
• Account Management: learn the financial services industry, manage account transfers and requests as directed by the advisor; maintain client records.
• Administrative & Operational Support: work independently under the advisor; schedule appointments, prepare materials, manage correspondence, and support marketing initiatives.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator (BOA) to support financial advisors in delivering exceptional client service. The role focuses on account handling, scheduling, and documentation, with ample training and a wide support network spanning the branch, region, and home office.

You will engage in client communication, assist in business planning, and actively identify opportunities to provide additional services.