Senior Financial Services Admin & Client Advocate

Edward Jones; Appleton (MN); On-site; USD 52,000 - 70,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

Short- and long-term disability

Basic life and AD&D

401k retirement plan

Health savings account

Flexible spending account

Ten paid holidays

15 days vacation

Bonus opportunities

Profit sharing

Job summary

Edward Jones in Minnesota is seeking a Senior Branch Office Administrator to join a team that supports financial advisors and clients. The Sr. BOA serves as the backbone for client accounts, communication, and a positive client experience.

The role emphasizes independent work with guidance from a large nationwide network, training, and exposure to branch business planning. You'll help manage schedules, prepare materials, and coordinate outreach events.

Qualifications

• 5+ years of related financial services, banking, or legal experience.
• Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
• Account Management: Learn and understand the financial services industry, including opening accounts and handling transfers.
• Administrative & Operational Support: Strong ability to work independently with branch leadership and marketing initiatives.
• Technology: Proficiency with MoneyGuide, Salesforce, Microsoft Office and other firm-provided software.

Responsibilities

• Provide seamless client support and ensure an exceptional client experience.
• Assist in annual business planning and execution of branch strategies.
• Manage client communications and coordinate with advisors.
• Support onboarding and ongoing administrative tasks to improve efficiency.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones in Minnesota is seeking a Senior Branch Office Administrator to join a team that supports financial advisors and clients. The Sr. BOA serves as the backbone for client accounts, communication, and a positive client experience.

The role emphasizes independent work with guidance from a large nationwide network, training, and exposure to branch business planning. You'll help manage schedules, prepare materials, and coordinate outreach events.