Senior Branch Office Administrator - Client Experience & Growth

Edward Jones; Danvers (MN); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Comprehensive training

Extensive support network

Competitive benefits package

Bonuses and profit sharing

Job summary

Edward Jones is seeking a Branch Office Administrator to provide administrative support to financial advisors and client services. You will assist with client accounts, communications, and support the branch team in achieving financial goals.

The role emphasizes delivering personalized service, coordinating with multiple teams, and contributing to the branch business plan. Edward Jones offers training, a large support network, and a comprehensive benefits package.

Qualifications

• 5+ years of related financial services, banking, or legal experience with progression/responsibility.
• Provide exceptional service to clients via inbound/outbound calls, email, and in-person interactions.
• Account opening, transfers, and requests handling under advisor direction.
• Administrative and operational support including scheduling, meetings materials, marketing support.
• Proficient with MoneyGuide, Salesforce, and Microsoft Office; willing to learn new tools.

Responsibilities

• Deliver exceptional personalized service to clients.
• Assist in annual business planning and develop strategies for the upcoming year.
• Actively listen for opportunities to offer additional services.
• Support client accounts and ensure positive client experiences.
• Coordinate communications and client interactions with advisors and team.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator to provide administrative support to financial advisors and client services. You will assist with client accounts, communications, and support the branch team in achieving financial goals.

The role emphasizes delivering personalized service, coordinating with multiple teams, and contributing to the branch business plan. Edward Jones offers training, a large support network, and a comprehensive benefits package.