Client-Focused Branch Office Administrator

Edward Jones

Luverne (MN)

On-site

USD 38,000 - 54,000

Full time

5 days ago
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Benefits offered by this job

Health benefits
Retirement plan
Well-being programs
Paid time off

Job summary

Edward Jones is hiring a Branch Office Administrator to provide seamless client service and administrative support for a team of financial advisors. You will manage accounts, enable smooth communications, and help execute the branch business plan.

Training will be provided, with a broad support network from branch to home office. You will work independently at times but have thousands of colleagues backing you every step of the way.

Qualifications

  • Client service mindset with strong communication skills.
  • Ability to manage accounts and support financial advisors.
  • Capable of administrative tasks and operational support.
  • Proficiency with MoneyGuide, Salesforce and MS Office workflows.

Responsibilities

  • Provide exceptional client service via calls, email, and in-person interactions.
  • Assist in account opening, transfers, and routine client requests.
  • Support scheduling, materials for meetings, and branch initiatives.

Skills

Analytical Thinking
Attention to Detail
Adaptability
Conversational Skills
Digital Tool Utilization
Team Collaboration

Tools

MoneyGuide
Salesforce
Microsoft Office

Job description

Edward Jones is hiring a Branch Office Administrator to provide seamless client service and administrative support for a team of financial advisors. You will manage accounts, enable smooth communications, and help execute the branch business plan.

Training will be provided, with a broad support network from branch to home office. You will work independently at times but have thousands of colleagues backing you every step of the way.

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