Branch Office Administrator & Client Services Lead

Edward Jones; Albertville (MN); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical & Rx

Dental

Vision

401(k)

Paid holidays

Vacation

Job summary

Edward Jones is seeking a Branch Office Administrator in Minnesota to provide seamless client service and administrative support for a financial advisory team. You will handle client inquiries, assist with accounts, and help execute the branch business plan in a collaborative, fast-paced environment.

You will receive comprehensive training and join a large network backing your daily tasks, with opportunities for growth and professional development within a privately held firm.

Qualifications

• Analytical mindset to assess client needs and processes.
• Strong attention to detail in handling client records and transactions.
• Adaptive to a dynamic financial services environment.
• Excellent verbal and written communication with clients.
• Proficient with basic office software and CRM tools.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Learn and understand the financial services industry, including account openings and transfers.
• Support the branch and advisor with scheduling, materials, and marketing initiatives.
• Utilize technology and firm-provided software to streamline branch operations.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Job description

Edward Jones is seeking a Branch Office Administrator in Minnesota to provide seamless client service and administrative support for a financial advisory team. You will handle client inquiries, assist with accounts, and help execute the branch business plan in a collaborative, fast-paced environment.

You will receive comprehensive training and join a large network backing your daily tasks, with opportunities for growth and professional development within a privately held firm.