Branch Office Administrator - Client Services & Operations

Edward Jones; Princeton (MN); On-site; USD 41,000 - 56,000; Full time

Benefits offered by this job

Medical & prescription drug

Dental

Vision

401k retirement plan

15 days vacation

Bonuses & profit sharing

Job summary

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients at a local level. The role focuses on delivering exceptional service, handling account-related requests, and facilitating seamless client interactions.

You will participate in business planning, assist in marketing activities, and collaborate with a large support network to ensure a positive client experience.

Qualifications

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Learn the financial services industry and account management processes.
• Support marketing initiatives and branch business planning.

Responsibilities

• Client Service: deliver superior service to clients and maintain strong relationships with clients, referral sources, and internal teams.
• Account Management: assist with account openings, transfers, and other requests per advisor direction.
• Administrative & Operational Support: schedule appointments, prepare materials for meetings, manage communications, and update SOPs.
• Technology: demonstrate proficiency with firm tools and willingness to learn MoneyGuide, Salesforce and Microsoft 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 support financial advisors and clients at a local level. The role focuses on delivering exceptional service, handling account-related requests, and facilitating seamless client interactions.

You will participate in business planning, assist in marketing activities, and collaborate with a large support network to ensure a positive client experience.