Client-Centric Branch Office Administrator

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

Benefits offered by this job

Benefits package

Job summary

Edward Jones seeks a Branch Office Administrator to deliver seamless client service, manage accounts, and support daily operations. You will work with financial advisors to open accounts, coordinate transfers, and prepare materials for client meetings, while leveraging MoneyGuide, Salesforce, and MS Office.

This full-time role offers comprehensive training, a collaborative team environment, and the opportunity to contribute to branch business plans and events.

Qualifications

• Client service mindset with the ability to build relationships with clients and referral sources.
• Account opening, transfers, and handling requests under advisor direction.
• Independent administrative support, scheduling, and materials preparation.
• Willingness to learn firm-provided software and digital tools.

Responsibilities

• Provide exceptional service to clients via inbound/outbound calls, email, and in-person interactions.
• Support client accounts and facilitate communication to ensure a positive client experience.
• Assist in developing branch business plans and marketing initiatives.
• Maintain accurate client records and handle routine account documentation.

Skills

Analytical thinking

Attention to detail

Adaptability

Conversational skills

Digital tool utilization

Team collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones seeks a Branch Office Administrator to deliver seamless client service, manage accounts, and support daily operations. You will work with financial advisors to open accounts, coordinate transfers, and prepare materials for client meetings, while leveraging MoneyGuide, Salesforce, and MS Office.

This full-time role offers comprehensive training, a collaborative team environment, and the opportunity to contribute to branch business plans and events.