Branch Office Administrator – Client Services & Ops

Edward Jones; Cyrus (MN); On-site; USD 40,000 - 52,000; Full time

Benefits offered by this job

Medical & prescription benefits

Dental & vision coverage

401k retirement plan

Paid vacation 15 days

Volunteer day

Job summary

Edward Jones is seeking a Branch Office Administrator to provide seamless client support, assist with accounts and transactions, and help execute the branch business plan. You will partner with financial advisors to deliver exceptional service and maintain accurate client records in a dynamic environment.

You will use MoneyGuide, Salesforce, and Microsoft Office, participate in six-month training, and contribute to community-focused activities while growing your career within a supportive,

Qualifications

• Provide exceptional client service via multiple channels (phone, email, in-person).
• Maintain accurate client records and documentation.
• Support branch business planning and marketing initiatives.

Responsibilities

• Provide exceptional service to clients via inbound/outbound calls, email, and in-person interactions.
• Assist in account openings, transfers, and other requests as directed by the financial advisor.
• Perform administrative tasks, schedule appointments, prepare materials for client meetings, and support SOP updates.

Skills

Client service

Account management

Administrative support

Tech literacy

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator to provide seamless client support, assist with accounts and transactions, and help execute the branch business plan. You will partner with financial advisors to deliver exceptional service and maintain accurate client records in a dynamic environment.

You will use MoneyGuide, Salesforce, and Microsoft Office, participate in six-month training, and contribute to community-focused activities while growing your career within a supportive,