Senior Branch Office Administrator – Client-Centric Finance

Edward Jones; Minnesota; Hybrid; USD 45,000 - 60,000; Full time

Benefits offered by this job

Culture of development

Inclusive environment

Rewards program

Benefits package

Job summary

Edward Jones in Minnesota is seeking a Branch Office Administrator to provide seamless support to clients and assist financial advisors in achieving long-term goals. The role emphasizes client service, account handling, scheduling, and coordination.

You will work with a large national network, receive comprehensive training, and participate in branch business planning. The position offers a full benefits package and opportunities for career growth within a privately-owned firm.

Qualifications

• 5+ years of related financial services, banking, or legal experience plus demonstration of job progression/responsibility.
• Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience.

Responsibilities

• Account Management: Learn and understand the financial services industry. Open accounts, handle transfers, and process requests under advisor direction.
• Administrative & Operational Support: Work independently at the direction of the advisor; schedule appointments and prepare materials for meetings.
• Technology: Proficiency with computers and willingness to learn firm software (MoneyGuide, Salesforce, Microsoft Office).
• Drive branch marketing activities and support the branch business plan.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones in Minnesota is seeking a Branch Office Administrator to provide seamless support to clients and assist financial advisors in achieving long-term goals. The role emphasizes client service, account handling, scheduling, and coordination.

You will work with a large national network, receive comprehensive training, and participate in branch business planning. The position offers a full benefits package and opportunities for career growth within a privately-owned firm.