Finance Branch Office Administrator

Edward Jones; Alexandria (MN); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical benefits

Dental & Vision

401k plan

Paid holidays

Vacation time

Job summary

Edward Jones is seeking a Branch Office Administrator to join our client-focused team. You will support financial advisors by handling client communications, accounts, and day-to-day administrative duties.

A comprehensive 6-month training program will help you develop the skills and network needed to succeed across a large, supportive organization. You’ll work within a collaborative branch team, contributing to a positive client experience and steady business planning.

Qualifications

• Client service experience or customer-facing communication.
• Ability to learn financial services basics and terminology.
• Independent work capability with strong organizational skills.

Responsibilities

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Account opening, transfers, and other requests under the direction of the financial advisor.
• Administrative tasks including scheduling, preparing materials for client meetings, and supporting marketing 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 seeking a Branch Office Administrator to join our client-focused team. You will support financial advisors by handling client communications, accounts, and day-to-day administrative duties.

A comprehensive 6-month training program will help you develop the skills and network needed to succeed across a large, supportive organization. You’ll work within a collaborative branch team, contributing to a positive client experience and steady business planning.