Financial Services Office Administrator | Client Focus

Edward Jones; Lowry (MN); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

401k retirement plan

Medical and prescription benefits

Dental and vision coverage

Job summary

Edward Jones Branch Office in the United States seeks a Branch Office Administrator to support financial advisors and clients. You will handle client inquiries, assist with account-related tasks, and support day-to-day operations, helping deliver a seamless client experience.

You’ll work with a large support network and be mentored during a comprehensive training program, contributing to marketing activities and business planning while maintaining accurate records.

Qualifications

• Client service mindset with strong interpersonal skills.
• Ability to learn financial services basics and account handling.
• Comfort with coordinating between client needs and advisor directions.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Assist with account openings, transfers, and documentation.
• Support scheduling, meeting materials, and client communications.
• Help maintain accurate client records and support branch plans.
• Utilize firm-provided software to streamline processes.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

Microsoft Office

Job description

Edward Jones Branch Office in the United States seeks a Branch Office Administrator to support financial advisors and clients. You will handle client inquiries, assist with account-related tasks, and support day-to-day operations, helping deliver a seamless client experience.

You’ll work with a large support network and be mentored during a comprehensive training program, contributing to marketing activities and business planning while maintaining accurate records.