Client-Focused Office Administrator - Financial Services

Edward Jones; Maple Grove (MN); On-site; USD 40,000 - 66,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental and vision

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones is seeking a Branch Office Administrator (BOA) to join our team in the United States. You will support financial advisors by handling client communications, account-related tasks, and administrative duties to ensure a seamless client experience.

This role emphasizes strong client service, attention to detail, and the ability to work with a team across the branch, region, and home office. A comprehensive training program and broad benefits are provided to new associates.

Qualifications

• Analytical thinking and problem solving are essential.
• Strong attention to detail and accuracy in client interactions.
• Adaptability to changing client needs and processes.
• Excellent communication skills for client conversations and teamwork.

Responsibilities

• Deliver exceptional personalized service to clients via inbound and outbound calls, email, and in-person interactions.
• Account opening, transfers, and other requests under the direction of the financial advisor; maintain client records.
• Administrative tasks: scheduling, preparing meeting materials, and supporting branch marketing initiatives; update SOPs.

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 (BOA) to join our team in the United States. You will support financial advisors by handling client communications, account-related tasks, and administrative duties to ensure a seamless client experience.

This role emphasizes strong client service, attention to detail, and the ability to work with a team across the branch, region, and home office. A comprehensive training program and broad benefits are provided to new associates.