Branch Office Administrator – Client Services & Operations

Edward Jones; Odessa (MN); On-site; USD 35,000 - 54,000; Full time

Benefits offered by this job

Six-month training program

Comprehensive benefits package

Bonus opportunities & profit sharing

401k retirement plan

Job summary

Edward Jones is seeking a Branch Office Administrator to provide essential client support and administrative services. You’ll assist with client accounts, communications, and daily branch operations to ensure a smooth, positive client experience.

Join a team that offers comprehensive training, regional support, and a path for growth. You’ll work closely with financial advisors and a network of colleagues to deliver personalized service and execute the branch business plan.

Qualifications

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Learn and understand financial services; handle account openings/transfers.
• Perform administrative tasks and support marketing initiatives; follow branch business plan.
• Proficient with computers and firm software (MoneyGuide, Salesforce, MS Office).

Responsibilities

• Client service via multiple channels and relationship building.
• Account management including openings, transfers, and documentation.
• Administrative and operational support to advisors and branch goals.
• Adopt and learn firm technology tools and workflows.

Skills

Client Service

Account Management

Administrative Tasks

Technology Proficiency

Communication

Job description

Edward Jones is seeking a Branch Office Administrator to provide essential client support and administrative services. You’ll assist with client accounts, communications, and daily branch operations to ensure a smooth, positive client experience.

Join a team that offers comprehensive training, regional support, and a path for growth. You’ll work closely with financial advisors and a network of colleagues to deliver personalized service and execute the branch business plan.