Client-First Branch Office Administrator

Edward Jones

Clara City (MN)

On-site

USD 42,000 - 60,000

Full time

9 days ago

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Benefits offered by this job

Medical & prescription benefits

Dental & vision

401k retirement plan

Paid holidays & vacation

Job summary

Edward Jones, a Fortune 500 financial services firm, is seeking a Branch Office Administrator to deliver premier client service and administrative support. You will assist financial advisors with client accounts, communications, and operations in a fast-paced branch environment.

The role emphasizes teamwork, initiative, and seamless collaboration with a nationwide advisor network. Training, growth opportunities, and comprehensive benefits are provided.

Qualifications

Proven ability to analyze client needs and deliver precise service.
Strong detail orientation in handling accounts and documentation.
Flexible and adaptable to changing client requests and priorities.

Responsibilities

Provide exceptional client service via calls, email, and in-person interactions.
Assist in account opening, transfers, and routine requests under advisor direction.
Perform administrative tasks, scheduling, and marketing support for the branch.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

The role emphasizes teamwork, initiative, and seamless collaboration with a nationwide advisor network. Training, growth opportunities, and comprehensive benefits are provided.

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