Branch Office Administrator: Client Services & Operations

Edward Jones; Hancock (MN); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Medical and prescription drug benefits

Dental and vision benefits

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones is seeking a Branch Office Administrator to provide seamless support to our clients and financial advisors. You will help manage client accounts, communication, and a positive client experience in a dynamic environment.

The role emphasizes training, teamwork, and independent work within a large support network, with opportunities to contribute to branch business plans and client initiatives.

Qualifications

• Analytical thinking and problem solving are essential.
• Strong attention to detail and accuracy in client records.
• Ability to adapt to changing client needs and processes.
• Excellent conversational skills for client interactions.
• Proficiency with MoneyGuide, Salesforce and MS Office.
• Team collaboration across the branch and regional teams.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist in account opening, transfers, and maintaining client records as directed by the advisor.
• Perform administrative tasks, manage scheduling, and support marketing initiatives in the branch.
• Learn and apply technology tools such as MoneyGuide, Salesforce and MS Office.

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 provide seamless support to our clients and financial advisors. You will help manage client accounts, communication, and a positive client experience in a dynamic environment.

The role emphasizes training, teamwork, and independent work within a large support network, with opportunities to contribute to branch business plans and client initiatives.