Branch Office Administrator: Client Services & Growth

Edward Jones; Saint Paul (MN); On-site; USD 42,000 - 55,000; Full time

Benefits offered by this job

Comprehensive training

Extensive support network

Benefits package

Job summary

Edward Jones is seeking a Branch Office Administrator to provide seamless support to clients and assist financial advisors in achieving long-term goals. You’ll handle client accounts, communications, and ensure a positive client experience in a dynamic environment.

We offer comprehensive training, a broad support network across branch, region, and home office, and opportunities to grow your career within a privately-owned firm dedicated to client service and community impact.

Qualifications

• Analytical thinking to assess client needs and scenarios.
• Attention to detail in handling client data and documentation.
• Adaptability to changing client requirements and processes.
• Strong communication with clients via calls, email and in person.
• Proficiency with CRM tools and office software.
• Ability to work collaboratively with advisors and teams.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist in account opening, transfers, and routine requests under advisor direction.
• Schedule appointments, prepare meeting materials, and manage client communications.
• Support marketing initiatives and update SOPs to improve branch processes.

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 to provide seamless support to clients and assist financial advisors in achieving long-term goals. You’ll handle client accounts, communications, and ensure a positive client experience in a dynamic environment.

We offer comprehensive training, a broad support network across branch, region, and home office, and opportunities to grow your career within a privately-owned firm dedicated to client service and community impact.