Branch Office Administrator: Client Services & Growth

Edward Jones; Marshall (MN); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) retirement plan

Paid holidays & vacation

Job summary

Edward Jones is seeking a Branch Office Administrator to provide seamless client support and play a key role in accounts and communications. You will help clients, assist financial advisors, and drive administrative and marketing initiatives within a dynamic team.

The BOA role offers structured training and a broad support network across the branch, region, and home office, with opportunities to grow within a client-focused, inclusive organization.

Qualifications

• Provide exceptional service to clients via multiple channels and maintain relationships with clients and referral sources.
• Learn and support financial advisor accounts, including transfers and requests.
• Perform administrative tasks, scheduling, materials prep, and SOP updates.

Responsibilities

• Provide inbound/outbound client support and respond to inquiries.
• Support account opening, transfers, and documentation as directed by the advisor.
• Coordinate appointments and assist with branch business planning and marketing initiatives.

Skills

Customer service

Account management

Administrative tasks

Technology literacy

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator to provide seamless client support and play a key role in accounts and communications. You will help clients, assist financial advisors, and drive administrative and marketing initiatives within a dynamic team.

The BOA role offers structured training and a broad support network across the branch, region, and home office, with opportunities to grow within a client-focused, inclusive organization.