Branch Office Administrator: Elevate Client Experience

Edward Jones; Blaine (MN); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical & prescription drug

Dental

Vision

Short- & long-term disability

401k retirement plan

15 days vacation

Paid holidays

Job summary

Edward Jones is seeking a Branch Office Administrator (BOA) to join a team delivering exceptional client service and supporting financial advisors in a busy branch. You’ll help manage client accounts, respond to inquiries, and assist with daily administrative tasks to enable smooth operations.

The role offers six months of comprehensive training, a broad support network from branch to home office, and opportunities to contribute to business planning and client outreach.

Qualifications

• Provide exceptional client service via multiple channels (phone, email, in-person).
• Learn and perform account opening, transfers, and documentation accurately.
• Support administrative and operational tasks to back financial advisors.
• Demonstrate proficiency with standard firm software and new tools.

Responsibilities

• Provide client service via inbound/outbound calls, email, and in-person interactions.
• Assist with account opening, transfers, and documentation as directed by the advisor.
• Handle scheduling, materials for meetings, and communications with clients.
• Support branch marketing initiatives and upkeep SOPs.
• Learn and use MoneyGuide, Salesforce, and Microsoft Office.

Skills

Client Service

Account Management

Administrative Tasks

Technology Literacy

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator (BOA) to join a team delivering exceptional client service and supporting financial advisors in a busy branch. You’ll help manage client accounts, respond to inquiries, and assist with daily administrative tasks to enable smooth operations.

The role offers six months of comprehensive training, a broad support network from branch to home office, and opportunities to contribute to business planning and client outreach.