Branch Office Administrator — Client Services & Operations

Edward Jones; Marshall (MN); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Medical & prescription benefits

401k retirement plan

Paid holidays & vacation

Job summary

Edward Jones is seeking a Branch Office Administrator to provide seamless client support, manage accounts, and help execute the branch business plan in Minnesota. You’ll partner with financial advisors to deliver outstanding service and maintain accurate client records.

This full-time role includes six months of training, opportunities for professional development, and a collaborative team environment. If you enjoy service excellence, organization, and learning new technology, this could be a

Qualifications

• Analytical thinking and attention to detail.
• Adaptability and teamwork.
• Excellent conversational skills.
• Proficient with digital tools and software.
• Ability to learn new technology and processes.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Handle account openings, transfers, and routine requests under guidance of the financial advisor.
• Schedule appointments, prepare materials for client meetings, and maintain records.
• Support marketing initiatives and contribute to branch business planning.

Skills

Analytical thinking

Attention to detail

Adaptability

Conversational skills

Digital tool utilization

Team collaboration

Job description

Edward Jones is seeking a Branch Office Administrator to provide seamless client support, manage accounts, and help execute the branch business plan in Minnesota. You’ll partner with financial advisors to deliver outstanding service and maintain accurate client records.

This full-time role includes six months of training, opportunities for professional development, and a collaborative team environment. If you enjoy service excellence, organization, and learning new technology, this could be a