Senior Branch Office Administrator: Client Growth & Events

Edward Jones; Kerkhoven (MN); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical benefits

Dental & Vision

401k plan

Paid holidays

Job summary

Edward Jones in Minnesota is seeking a Senior Branch Office Administrator (Sr. BOA) to provide administrative support to a financial advisor or a team of advisors and ensure a high-quality client experience.

You will help manage client accounts, coordinate communications, and support daily operations. The role includes training, collaboration with a broad network from branch to home office, and opportunities to participate in business planning, events, and marketing initiatives while delivering

Qualifications

• 5+ years of related financial services, banking, or legal experience.
• Client Service: provide exceptional service to clients via inbound/outbound calls, email, and in-person interactions.
• Administrative & Operational Support: ability to work independently and support the financial advisor and team.

Responsibilities

• Provide seamless client account support and facilitate communication to ensure a positive client experience.
• Assist in annual business planning and support marketing initiatives and events.
• Manage documentation, client records, and scheduling as directed by the financial advisor.
• Collaborate with broader teams across branch, region, and home office to deliver client-centric service.

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 Senior Branch Office Administrator (Sr. BOA) to provide administrative support to a financial advisor or a team of advisors and ensure a high-quality client experience.

You will help manage client accounts, coordinate communications, and support daily operations. The role includes training, collaboration with a broad network from branch to home office, and opportunities to participate in business planning, events, and marketing initiatives while delivering