Senior Branch Office Administrator — Client Services Leader

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

Benefits offered by this job

Medical & Prescription Drug

Dental

Vision

Disability Insurance

Life Insurance

401k Plan

Health Savings / Flexible Spending

Job summary

Edward Jones is seeking a Senior Branch Office Administrator to support financial advisors and client accounts, ensuring exceptional service and smooth operations. You will assist in client communications, account handling, and coordinating business planning efforts within a large, client-focused network.

Ideal candidates bring 5+ years in financial services, strong organizational skills, and comfort with technology such as MoneyGuide and Salesforce.

Qualifications

• Analytical thinking to assess client needs and financial information.
• Attention to detail in handling client accounts and records.
• Adaptability to support a fast-paced financial advisory environment.
• Strong communication skills for inbound/outbound client interactions.
• Proficiency with MoneyGuide, Salesforce, and MS Office.
• Team collaboration to support advisors and clients effectively.

Responsibilities

• Provide exceptional client service via calls, email, and in-person interactions.
• Support client accounts and communications to ensure a positive client experience.
• Assist in annual business planning and marketing initiatives.
• Handle administrative tasks, scheduling, materials preparation, and SOP updates.

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 Senior Branch Office Administrator to support financial advisors and client accounts, ensuring exceptional service and smooth operations. You will assist in client communications, account handling, and coordinating business planning efforts within a large, client-focused network.

Ideal candidates bring 5+ years in financial services, strong organizational skills, and comfort with technology such as MoneyGuide and Salesforce.