Branch Office Administrator: Client Success & Operations

Edward Jones; Luverne (MN); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

Health Savings Account (HSA)

Flexible Spending Account (FSA)

Well-being programs

Retirement Plan

Job summary

Edward Jones is seeking a Branch Office Administrator (BOA) to support financial advisors and clients at our Minnesota branch. You will handle client interactions, account processing, and a range of administrative duties while working with a large team behind you.

Training and ongoing support will be provided to help you grow within the role. You'll use tools like MoneyGuide, Salesforce, and Microsoft Office to maintain client records, coordinate communications, and aid in marketing initiatives.

Qualifications

• Analytical thinking to assess client needs and data.
• Attention to detail for accurate client records and processing.
• Adaptability to support advisors and adjust to branch needs.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Assist in account opening, transfers, and documentation per advisor directions.
• Handle administrative tasks and support branch marketing initiatives.
• Learn and use firm-provided software and tools for daily 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 (BOA) to support financial advisors and clients at our Minnesota branch. You will handle client interactions, account processing, and a range of administrative duties while working with a large team behind you.

Training and ongoing support will be provided to help you grow within the role. You'll use tools like MoneyGuide, Salesforce, and Microsoft Office to maintain client records, coordinate communications, and aid in marketing initiatives.