Branch Office Administrator — Client Services & Operations

Edward Jones; Lake City (MN); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

401k retirement plan

Paid holidays

Vacation days

Profit sharing

Job summary

Edward Jones is seeking a Branch Office Administrator to provide seamless client support, manage accounts, and assist the advisor team in day-to-day operations. This role emphasizes exceptional service, organization, and proactive collaboration across branch activities.

You will contribute to client planning, event support, and optimization of administrative workflows using firm tools, while growing with a supportive national network.

Qualifications

• Provide exceptional service to clients via inbound/outbound calls, email, and in‑person interactions.
• Learn and understand the financial services industry and client account processes.
• Support branch operations and assist in implementing the branch business plan.

Responsibilities

• Deliver outstanding client service and maintain strong client relationships.
• Support account openings, transfers, and other requests under advisor direction.
• Handle scheduling, meeting prep, correspondence, and marketing support.
• Utilize firm software and tools with a willingness to learn new programs.

Skills

Client service

Account management

Administrative tasks

Technology literacy

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator to provide seamless client support, manage accounts, and assist the advisor team in day-to-day operations. This role emphasizes exceptional service, organization, and proactive collaboration across branch activities.

You will contribute to client planning, event support, and optimization of administrative workflows using firm tools, while growing with a supportive national network.