Client-Centric Branch Office Administrator

Edward Jones; Waseca (MN); On-site; USD 40,000 - 64,000; Full time

Benefits offered by this job

Medical & prescription drug

Dental

Vision

Voluntary benefits

Disability insurance

Life insurance

401k

Health savings account

Flexible spending account

Paid holidays

Vacation

Bonus opportunities

Job summary

Edward Jones in Minnesota invites applications for the Branch Office Administrator role, a vital support position helping clients manage accounts, coordinate communication, and deliver a positive client experience.

You will work with financial advisors, participate in business planning, and support marketing initiatives; comprehensive training is provided, and the role offers full-time benefits and professional development opportunities.

Qualifications

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Ability to learn and manage client accounts and transfers under advisor guidance.
• Strong administrative and operational support skills; comfortable with SOP updates and process improvements.

Responsibilities

• Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience.
• Account management: learn and understand the financial services industry, including account openings and transfers under advisor directions.
• Administrative & operational support: schedule appointments, prepare materials for client meetings, manage correspondence and support marketing initiatives.
• Technology: proficient with MoneyGuide, Salesforce, Microsoft Office, and other firm software.

Skills

Client service

Account management

Administration

Technology literacy

Job description

Edward Jones in Minnesota invites applications for the Branch Office Administrator role, a vital support position helping clients manage accounts, coordinate communication, and deliver a positive client experience.

You will work with financial advisors, participate in business planning, and support marketing initiatives; comprehensive training is provided, and the role offers full-time benefits and professional development opportunities.