Senior Branch Office Administrator: Client-Centric Banking

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

Benefits offered by this job

Comprehensive benefits

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones is seeking a Branch Office Administrator to support financial advisors and help clients achieve long-term goals. This role involves client communications, account handling, scheduling, and coordination with a large support network.

You will contribute to a positive client experience in a dynamic, inclusive environment. The position emphasizes independent work within a collaborative team, with extensive training, and a comprehensive benefits package for full-time associates.

Qualifications

• 5+ years of related financial services, banking, or legal experience plus progression of responsibilities.

Responsibilities

• Provide administrative support to a financial advisor or a team of advisors.
• Handle client communications, appointments, and account-related tasks.
• Support marketing initiatives and branch business planning.

Skills

Client Service

Account Management

Administrative Skills

Technology Proficiency

Financial Services Experience

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator to support financial advisors and help clients achieve long-term goals. This role involves client communications, account handling, scheduling, and coordination with a large support network.

You will contribute to a positive client experience in a dynamic, inclusive environment. The position emphasizes independent work within a collaborative team, with extensive training, and a comprehensive benefits package for full-time associates.