Client-Focused Branch Office Admin & Support

Edward Jones; Fargo (ND); On-site; USD 40,000 - 56,000; Full time

Benefits offered by this job

Medical & prescription coverage

Dental & vision insurance

401k retirement plan

Paid holidays & vacation

Job summary

Edward Jones is seeking a Branch Office Administrator in Fargo, ND. You will support financial advisors by handling client interactions, accounts, and administrative tasks to ensure a seamless client experience.

Expect comprehensive training and a broad support network spanning branch, regional, and home office teams. You will play a key role in client engagement, business planning activities, and implementing strategies for the year ahead, while developing strong relationships with clients and

Qualifications

• Client service driven role supporting financial advisors and clients.
• Account handling and transfers under advisor direction.
• Administrative tasks and marketing support to branch plan.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Assist in opening accounts, transfers, and documentation accuracy.
• Schedule appointments and prepare materials for client meetings.
• Support marketing initiatives and update SOPs as needed.

Skills

Analytical thinking

Attention to detail

Adaptability

Conversational skills

Digital tool utilization

Team collaboration

Client service

Account management

Administrative & operational support

Technology proficiency

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator in Fargo, ND. You will support financial advisors by handling client interactions, accounts, and administrative tasks to ensure a seamless client experience.

Expect comprehensive training and a broad support network spanning branch, regional, and home office teams. You will play a key role in client engagement, business planning activities, and implementing strategies for the year ahead, while developing strong relationships with clients and