Branch Office Administrator: Client Success & Ops

Edward Jones; Starbuck (MN); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical coverage

Dental & Vision

401k plan

Paid time off

Job summary

Edward Jones in Minnesota is hiring a Branch Office Administrator to support financial advisors and clients. You will handle client communications, account openings, and documentation while collaborating across the branch to drive plans and events.

The role emphasizes client service, accuracy, and developing proficiency with MoneyGuide, Salesforce, and Microsoft Office in a fast-paced environment.

Qualifications

• Analytical thinking to assess client needs and financial scenarios.
• Strong communication and interpersonal skills for client interactions.
• Willingness to learn and adapt to firm-provided software and processes.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Open accounts and handle transfers and other requests at the direction of the financial advisor.
• Prepare documentation and maintain accurate client records; support branch operations.
• Support marketing initiatives and collaborate with the team to implement the branch business plan.
• Learn and use firm software including 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 in Minnesota is hiring a Branch Office Administrator to support financial advisors and clients. You will handle client communications, account openings, and documentation while collaborating across the branch to drive plans and events.

The role emphasizes client service, accuracy, and developing proficiency with MoneyGuide, Salesforce, and Microsoft Office in a fast-paced environment.