Branch Office Administrator - Client Services & Operations

Edward Jones; Donnelly (MN); On-site; USD 38,000 - 58,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

Short- and long-term disability

401k and tax-advantaged accounts

Paid holidays and vacation

Job summary

Edward Jones is hiring a Branch Office Administrator (BOA) to support financial advisors and clients. You will assist with client communications, account activities, and administrative tasks while contributing to a positive client experience.

This role offers structured training and a broad support network across the branch and region. You’ll work with MoneyGuide, Salesforce, and Microsoft Office, while joining a diverse, inclusive team that values growth, development, and client-focused

Qualifications

• Analytical thinking and a client-focused mindset for financial services.
• Strong attention to detail and organizational skills for handling accounts and communications.
• Comfort with learning new software and collaborating across teams.

Responsibilities

• Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Learn and understand the financial services industry; assist with account opening, transfers, and advisor-directed requests.
• Prepare materials for client meetings, manage correspondence, and support branch marketing initiatives.
• Support the branch business plan execution and help update SOPs as needed.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is hiring a Branch Office Administrator (BOA) to support financial advisors and clients. You will assist with client communications, account activities, and administrative tasks while contributing to a positive client experience.

This role offers structured training and a broad support network across the branch and region. You’ll work with MoneyGuide, Salesforce, and Microsoft Office, while joining a diverse, inclusive team that values growth, development, and client-focused