Branch Office Administrator: Growth & Impact

Edward Jones; Zumbrota (MN); Vor Ort; USD 42.000 - 54.000; Vollzeit

Benefits dieser Stelle

Medical coverage

Dental coverage

Vision coverage

401(k) plan

HSA

FSA

Paid holidays

Vacation days

Sick leave

Personal days

Volunteer day

Zusammenfassung

Edward Jones is seeking a Branch Office Administrator to provide essential support to financial advisors and clients. You will manage client accounts, communications, and daily administrative tasks in a dynamic, client-focused environment.

Join a team that values contributions and offers training, growth, and a comprehensive benefits package as you help drive the branch’s success and client satisfaction.

Qualifikationen

• Analytical thinking for client interactions and problem solving.
• Attention to detail in account handling and documentation.
• Adaptability to changing client needs and processes.
• Strong verbal and written communication with clients.
• Comfort using firm software and digital tools.

Aufgaben

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist with account openings, transfers, and documentation per advisor direction.
• Handle scheduling, meetings, and marketing support; maintain SOPs and branch plans.
• Operate MoneyGuide, Salesforce, and MS Office; learn firm-provided software as needed.

Kenntnisse

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

Salesforce

MoneyGuide

Microsoft Office

Jobbeschreibung

Edward Jones is seeking a Branch Office Administrator to provide essential support to financial advisors and clients. You will manage client accounts, communications, and daily administrative tasks in a dynamic, client-focused environment.

Join a team that values contributions and offers training, growth, and a comprehensive benefits package as you help drive the branch’s success and client satisfaction.