Branch Office Administrator: Client Services & Operations

Edward Jones; Lowry (MN); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Medical benefits

Dental & vision insurance

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients in a fast-paced branch environment. You will help manage client accounts, facilitate communications, and contribute to a positive client experience while learning the financial services business.

We provide six months of training, a broad support network from branch to home office, and opportunities for professional development within a large, inclusive organization.

Qualifications

• Demonstrated analytical thinking and attention to detail.
• Ability to adapt to changing client needs and processes.
• Strong verbal and written communication, client-focused.
• Proficient with MoneyGuide, Salesforce and MS Office tools.

Responsibilities

• 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.
• Support administrative tasks, prepare materials for client meetings, and assist branch plans.
• Learn and use firm-provided software and technology to streamline operations.

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 support financial advisors and clients in a fast-paced branch environment. You will help manage client accounts, facilitate communications, and contribute to a positive client experience while learning the financial services business.

We provide six months of training, a broad support network from branch to home office, and opportunities for professional development within a large, inclusive organization.