Branch Office Administrator: Growth & Impact

Edward Jones; Zumbrota (MN); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k) plan

HSA

FSA

Paid holidays

Vacation days

Sick leave

Personal days

Volunteer day

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

Salesforce

MoneyGuide

Microsoft Office

Job description

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.