Financial Services Branch Office Admin – Client & Operations Lead

Edward Jones; Raymond (MN); On-site; USD 35,000 - 52,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

401k retirement plan

Paid holidays

Vacation days

Volunteer day

Job summary

Edward Jones’s Branch Office Administrator (BOA) role supports financial advisors in serving clients and growing the business. You will handle client communications, account logistics, and administrative tasks to ensure a smooth client experience.

The position emphasizes training, teamwork, and the opportunity to contribute to branch strategies while developing professionally in a supportive, inclusive environment.

Qualifications

• Strong analytical thinking to assess client needs and data.
• Attention to detail to maintain accurate client records.
• Adaptability to support evolving client requirements and processes.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Assist in opening accounts and handling transfers under advisor direction.
• Prepare meeting materials and support branch marketing initiatives.
• Learn and utilize MoneyGuide, Salesforce, and MS Office effectively.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones’s Branch Office Administrator (BOA) role supports financial advisors in serving clients and growing the business. You will handle client communications, account logistics, and administrative tasks to ensure a smooth client experience.

The position emphasizes training, teamwork, and the opportunity to contribute to branch strategies while developing professionally in a supportive, inclusive environment.