Financial Services Branch Administrator (Client Services)

Edward Jones; Minnetonka (MN); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

Dental coverage

Vision coverage

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones is seeking a Branch Office Administrator (BOA) to support financial advisors in delivering exceptional client service and managing day-to-day operations at a busy office. You will handle client communications, account-related requests, and coordination of meetings while contributing to a positive client experience.

As a BOA, you’ll join a team-backed environment with comprehensive onboarding, cross-branch support, and opportunities for professional growth within a Fortune 500 firm

Qualifications

• Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Account Management: Learn and understand the financial services industry, assist with account openings and transfers as directed by the advisor.
• Administrative & Operational Support: Independently handle scheduling, materials, and marketing support under guidance.
• Technology: Proficient computer literacy; willingness to learn MoneyGuide, Salesforce, Microsoft Office, and firm software.

Responsibilities

• Role involves client service through multiple channels and developing strong relationships with clients, referral sources, and internal teams.
• Assist in account opening, transfers, and processing requests under the financial advisor's direction.
• Provide administrative and operational support including scheduling, meetings, and updating SOPs.
• Support branch business planning and marketing initiatives to drive growth and client engagement.

Job description

Edward Jones is seeking a Branch Office Administrator (BOA) to support financial advisors in delivering exceptional client service and managing day-to-day operations at a busy office. You will handle client communications, account-related requests, and coordination of meetings while contributing to a positive client experience.

As a BOA, you’ll join a team-backed environment with comprehensive onboarding, cross-branch support, and opportunities for professional growth within a Fortune 500 firm