Client-Centric Office Administrator – Financial Services

Edward Jones; Graceville (MN); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

6-month training

Extensive support network

Backed by thousands of colleagues

Job summary

Edward Jones is seeking a Branch Office Administrator to support financial advisors and their clients. You will handle client inquiries, prepare documentation, and maintain accurate records while coordinating with a team of professionals across the branch and region.

This role offers training, strong onboarding, and long-term career growth within a values-driven, inclusive environment. As a BOA, you will deliver high-quality service, manage schedules, support client meetings, and contribute to

Qualifications

• Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Account Management: Aptitude to learn and understand the financial services industry.
• Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor.
• Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.

Responsibilities

• Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Support client accounts, facilitate communication, and ensure a positive client experience.
• Assist in developing strategies for the upcoming year during the annual business planning process.
• Support marketing initiatives and maintain accurate client records.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator to support financial advisors and their clients. You will handle client inquiries, prepare documentation, and maintain accurate records while coordinating with a team of professionals across the branch and region.

This role offers training, strong onboarding, and long-term career growth within a values-driven, inclusive environment. As a BOA, you will deliver high-quality service, manage schedules, support client meetings, and contribute to