Branch Office Administrator: Client Services & Operations

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

Benefits offered by this job

Medical and prescription drug

Dental

Vision

Short- and long-term disability

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients with seamless service. You will help manage client accounts, coordinate communications, and ensure a positive client experience in a dynamic environment.

This role offers structured training, a broad support network, and opportunities to grow within a private, client-focused firm. Full-time BOAs enjoy comprehensive benefits and a pathway to develop your career.

Qualifications

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Learn and understand the financial services industry; assist with account openings and transfers as directed by advisor.
• Perform administrative tasks, schedule appointments, prepare materials for client meetings, and support marketing initiatives.

Responsibilities

• Deliver exceptional personalized service to clients and maintain strong relationships with clients and referral sources.
• Assist in annual business planning and develop strategies for the upcoming year.
• Actively listen for client needs that may indicate opportunities for additional services.
• Plan and execute marketing events to promote branch activities.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tools

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients with seamless service. You will help manage client accounts, coordinate communications, and ensure a positive client experience in a dynamic environment.

This role offers structured training, a broad support network, and opportunities to grow within a private, client-focused firm. Full-time BOAs enjoy comprehensive benefits and a pathway to develop your career.