Client Services & Branch Office Administrator

Edward Jones; Pennock (MN); On-site; USD 40,000 - 52,000; Full time

Benefits offered by this job

Medical and prescription benefits

Dental and Vision benefits

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones in Minnesota is seeking a Branch Office Administrator to provide seamless support to our clients. You will assist with client accounts, coordinate communications, and help sustain a positive client experience while collaborating with a team of financial advisors.

The role includes comprehensive training, a supportive environment, and growth opportunities within the financial services industry, addressing clients' needs with professionalism and care.

Qualifications

• Provide exceptional client service via calls, email and in-person interactions.
• Learn and understand the financial services industry under guidance of a financial advisor.
• Support administrative tasks including scheduling, preparing materials for client meetings, and managing correspondence.

Responsibilities

• Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Assist in account opening, transfers and other requests per advisor direction.
• Support branch marketing initiatives and maintain client records.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones in Minnesota is seeking a Branch Office Administrator to provide seamless support to our clients. You will assist with client accounts, coordinate communications, and help sustain a positive client experience while collaborating with a team of financial advisors.

The role includes comprehensive training, a supportive environment, and growth opportunities within the financial services industry, addressing clients' needs with professionalism and care.