Senior Branch Office Administrator — Client Services & Growth

Edward Jones; Milan (MN); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Comprehensive training and mentorship

Extensive support network

Opportunity for growth and recognition

Job summary

Edward Jones is seeking a Branch Office Administrator to provide high-level client support and administrative services for a team of financial advisors. You will manage client accounts, communications, and scheduling while supporting marketing initiatives and branch plans.

The role emphasizes independent work with a large support network and opportunities for professional growth within a privately-held firm focused on client outcomes.

Qualifications

• 5+ years of related financial services, banking, or legal experience with demonstrated progression.
• Client Service: provide exceptional service to clients via inbound/outbound calls, email, and in-person interactions.
• Account Management: learn and understand the financial services industry, including transfers and requests.
• Administrative & Operational Support: work independently and support marketing initiatives and SOP updates.
• Technology: strong computer literacy and willingness to learn MoneyGuide, Salesforce and MS Office.

Responsibilities

• Deliver exceptional client service and build strong client relationships.
• Participate in annual business planning and develop strategies for the coming year.
• Listen for client needs indicating opportunities to offer additional services.
• Drive marketing activities, including planning and executing events.

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 high-level client support and administrative services for a team of financial advisors. You will manage client accounts, communications, and scheduling while supporting marketing initiatives and branch plans.

The role emphasizes independent work with a large support network and opportunities for professional growth within a privately-held firm focused on client outcomes.