Senior Branch Office Administrator — Client-Focused Finance

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

Benefits offered by this job

Medical and prescription drug

Dental and Vision

401k plan

Disability & Life Insurance

Job summary

Edward Jones is seeking a Branch Office Administrator to provide essential client service and administrative support for financial advisors across the U.S. The role emphasizes client relations, account management, and marketing execution within a collaborative, inclusive culture.

You will work in a fast-paced environment, delivering top-tier service, coordinating with advisors, and supporting branch operations to enhance the client experience.

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
• Aptitude to learn and understand the financial services industry, including account management tasks
• Strong ability to work independently while supporting the advisor and marketing initiatives
• Proficiency with technology and firm-provided software such as MoneyGuide, Salesforce, and MS Office

Responsibilities

• Delivering exceptional personalized service to ensure clients feel understood and informed
• Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year
• Actively listen for situations in clients' lives that may indicate a need for additional services
• Driving marketing activities such as planning and executing events
• Support administrative tasks, scheduling, and documentation to keep client accounts organized

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 essential client service and administrative support for financial advisors across the U.S. The role emphasizes client relations, account management, and marketing execution within a collaborative, inclusive culture.

You will work in a fast-paced environment, delivering top-tier service, coordinating with advisors, and supporting branch operations to enhance the client experience.