Branch Office Administrator: Client Services Leader

Edward Jones; Elk River (MN); On-site; USD 40,000 - 56,000; Full time

Benefits offered by this job

Medical & Prescription

Dental & Vision

401k Plan

Paid Holidays

Vacation & Sick Leave

Employee Assistance Program

Job summary

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients. You will handle client communications, assist with account openings and transfers, and contribute to branch operations in a dynamic environment.

The BOA role offers training, a broad support network, and opportunities to develop your career within a Fortune 500 firm that prioritizes client outcomes and teamwork.

Qualifications

• Analytical thinking for client needs and data
• Attention to detail in account management and paperwork
• Adaptability to support clients and advisors
• Strong verbal and written communication skills
• Comfort with digital tools used in advice processes
• Team collaboration across branch and home office

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions
• Assist with account opening, transfers, and documentation
• Support administrative tasks and marketing initiatives
• Learn and use firm-provided software and tools to streamline 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 support financial advisors and clients. You will handle client communications, assist with account openings and transfers, and contribute to branch operations in a dynamic environment.

The BOA role offers training, a broad support network, and opportunities to develop your career within a Fortune 500 firm that prioritizes client outcomes and teamwork.