Senior Branch Office Administrator—Client Services & Growth

Edward Jones; Holloway (MN); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental and vision

401k retirement plan

Paid holidays and vacation

Employee Assistance Program

Job summary

Edward Jones in the United States seeks a Senior Branch Office Administrator to support financial advisors and client accounts. You will handle client communications, scheduling, documentation, and branch operations to ensure a seamless client experience.

You'll contribute to business planning, marketing activities, and process improvements while leveraging tools like Salesforce, MoneyGuide, and Microsoft Office. A strong service mindset and 5+ years in financial services are valued.

Qualifications

• 5+ years of related financial services, banking, or legal experience and demonstrated progression.
• Provide exceptional client service via inbound/outbound calls, email, and in person.
• Account management, including opening accounts, transfers, and documentation.
• Administrative and operational support to financial advisors with independent work capability.
• Willingness to learn MoneyGuide, Salesforce and office software.

Responsibilities

• Deliver exceptional service to clients through calls, email, and in-person interactions.
• Assist in annual business planning and develop strategies for the upcoming year.
• Identify client needs and opportunities for additional services.
• Support events and marketing initiatives and maintain client records.
• Support branch operations and SOP updates in coordination with the advisor team.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones in the United States seeks a Senior Branch Office Administrator to support financial advisors and client accounts. You will handle client communications, scheduling, documentation, and branch operations to ensure a seamless client experience.

You'll contribute to business planning, marketing activities, and process improvements while leveraging tools like Salesforce, MoneyGuide, and Microsoft Office. A strong service mindset and 5+ years in financial services are valued.