Senior Branch Office Administrator - Client Services Leader

Edward Jones; Hancock (MN); On-site; USD 52,000 - 78,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401k retirement plan

Job summary

Edward Jones in the United States is seeking a Branch Office Administrator to support financial advisors and client accounts. In this role you’ll handle inbound/outbound calls, scheduling, documentation, and client communications to ensure a seamless experience.

Join a private company known for its client focus and long‑term career opportunities. You’ll receive comprehensive training, access to a broad support network, and a benefits package including medical, dental, 401k, and paid time off.

Qualifications

• 5+ years of experience in financial services or banking.
• Provide exceptional client service via calls, email, and in‑person.
• Handle account transfers and documentation accurately.
• Support branch business planning and marketing initiatives.

Responsibilities

• Deliver personalized service to clients to build trust.
• Assist with annual business planning and strategy development.
• Listen for opportunities to offer additional services.
• Support marketing events and client communications.

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 is seeking a Branch Office Administrator to support financial advisors and client accounts. In this role you’ll handle inbound/outbound calls, scheduling, documentation, and client communications to ensure a seamless experience.

Join a private company known for its client focus and long‑term career opportunities. You’ll receive comprehensive training, access to a broad support network, and a benefits package including medical, dental, 401k, and paid time off.