Client-Focused Branch Office Administrator

Edward Jones; Lake City (MN); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Benefits package

401k retirement plan

Paid holidays & vacation

Job summary

Edward Jones is seeking a Branch Office Administrator to join our team in a dynamic, client-focused environment. You will support financial advisors by handling client communications, account processing, and daily administrative tasks, enabling advisors to focus on clients’ long-term goals.

You’ll participate in a structured 6-month training program and work within a broad support network across the branch, region, and home office. A collaborative culture and growth opportunities are emphasized.

Qualifications

• Client service experience with calls, emails and in-person interactions.
• Account openings, transfers and related requests experience.
• Administrative tasks: scheduling, meeting prep, SOP updates.
• Proficiency with MoneyGuide, Salesforce and Microsoft Office software.

Responsibilities

• Provide exceptional service to clients via inbound/outbound calls, email, and in-person interactions.
• Assist with account openings, transfers and other advisor-directed requests.
• Schedule appointments, prepare materials for client meetings, support marketing initiatives.
• Learn and apply firm-provided software and technology.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator to join our team in a dynamic, client-focused environment. You will support financial advisors by handling client communications, account processing, and daily administrative tasks, enabling advisors to focus on clients’ long-term goals.

You’ll participate in a structured 6-month training program and work within a broad support network across the branch, region, and home office. A collaborative culture and growth opportunities are emphasized.