Branch Office Administrator: Client Services & Operations

Edward Jones; Correll (MN); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Full benefits package

401k retirement plan

Paid holidays & vacation

Job summary

Edward Jones is hiring a Branch Office Administrator (BOA) to support financial advisors and client accounts in a fast-paced environment. You will handle client inquiries, assist with account openings and transfers, and manage administrative tasks to keep the branch operations running smoothly.

The role emphasizes strong communication, attention to detail, and the ability to work both independently and with a large support network.

Qualifications

• Provides exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Develops and maintains strong relationships with clients, referral sources, and internal teams.
• Learns and understands the financial services industry subsectors and processes.

Responsibilities

• Provide exceptional client service across channels and ensure an outstanding client experience.
• Support account openings, transfers, and other client requests under the guidance of a financial advisor.
• Perform administrative tasks, schedule meetings, prepare materials, and support branch marketing initiatives.
• Learn new technology programs and systems used by the firm.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tools

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is hiring a Branch Office Administrator (BOA) to support financial advisors and client accounts in a fast-paced environment. You will handle client inquiries, assist with account openings and transfers, and manage administrative tasks to keep the branch operations running smoothly.

The role emphasizes strong communication, attention to detail, and the ability to work both independently and with a large support network.