Senior Branch Office Admin: Client Growth & Ops

Edward Jones; Murdock (MN); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Medical benefits

Prescription drug coverage

Dental insurance

Vision insurance

Disability coverage

Life insurance

401k retirement plan

Paid holidays

Vacation and sick time

Employee Assistance Program

Job summary

Edward Jones is seeking a Sr. Branch Office Administrator to support financial advisors and client accounts. You will provide administrative support, coordinate communications, and help ensure a positive client experience across a busy branch.

The role offers full-time hours with comprehensive benefits through Edward Jones. You will collaborate with a large team to manage client relationships, process transactions, and support branch goals while embracing a culture of inclusion and professional

Qualifications

• 5+ years of related financial services, banking, or legal experience with progression evident.
• Client service: respond to inquiries, build relationships, ensure exceptional client experiences.
• Account management: open accounts, transfers, and document handling per advisor guidance.
• Administrative & operational support: schedule, prepare materials, manage communications, assist branch plan.
• Technology: proficient with common software and willingness to learn new programs.

Responsibilities

• Deliver exceptional personalized service to clients via multiple channels.
• Support annual business planning and help develop strategies for the upcoming year.
• Monitor client needs and identify opportunities for additional services.
• Plan and execute marketing activities and client events.

Skills

Analytical thinking

Attention to detail

Adaptability

Conversational skills

Digital tool utilization

Team collaboration

Client service mindset

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Sr. Branch Office Administrator to support financial advisors and client accounts. You will provide administrative support, coordinate communications, and help ensure a positive client experience across a busy branch.

The role offers full-time hours with comprehensive benefits through Edward Jones. You will collaborate with a large team to manage client relationships, process transactions, and support branch goals while embracing a culture of inclusion and professional