Senior Branch Office Administrator: Client Impact & Growth

Edward Jones; Benson (MN); Presencial; USD 52 000 - 75 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Medical and prescription benefits

Dental and vision insurance

401(k) retirement plan

Paid holidays and vacation

Profit sharing opportunities

Bonus potential

Resumo da oferta

Edward Jones in Minnesota is seeking a Senior Branch Office Administrator to provide essential support to financial advisors and clients. You will manage client accounts, coordinate communications, and help drive the branch's annual plan with a focus on service excellence and accuracy.

The role emphasizes independent work with a large support network, training, and opportunities to grow within a private, client‑centered firm that values diverse backgrounds and detailed operational tasks using

Qualificações

• 5+ years of related financial services, banking, or legal experience with progression and responsibility.
• Provide exceptional client service via calls, email, and in-person interactions, building strong relationships.

Responsabilidades

• Support client accounts and facilitate communication to ensure a positive client experience.
• Assist in account openings, transfers, and documentation under guidance of the advisor.
• Provide administrative and operational support, including scheduling and preparing materials for meetings.
• Learn and use MoneyGuide, Salesforce, and MS Office in daily workflows.

Conhecimentos

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Ferramentas

MoneyGuide

Salesforce

Microsoft Office

Descrição da oferta de emprego

Edward Jones in Minnesota is seeking a Senior Branch Office Administrator to provide essential support to financial advisors and clients. You will manage client accounts, coordinate communications, and help drive the branch's annual plan with a focus on service excellence and accuracy.

The role emphasizes independent work with a large support network, training, and opportunities to grow within a private, client‑centered firm that values diverse backgrounds and detailed operational tasks using