Branch Office Administrator
Employment type
Full-time
Work setting
On-site
Location
Ely, MN
Schedule
Day shift
Posted
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Job overview
The Branch Office Administrator is an onsite role based in Ely, MN, providing administrative support to financial advisors. Compensation is not specified, and this role supports the client support team in delivering personalized financial services. This position exists to facilitate communication, manage client accounts, and ensure a positive experience for clients. The administrator contributes to the team by handling scheduling, documentation, and marketing activities to help clients achieve their long-term financial goals.
What you'll do
- Provide exceptional client service via phone, email, and in-person interactions.
- Manage account opening, transfers, and transaction processing.
- Handle administrative tasks including scheduling, correspondence, and marketing event planning.
- Utilize digital tools and firm software to maintain accurate client records.
What we're looking for
- Skills & competencies
- full-timeday shiftely mnedward jonesadministrative supportclient serviceaccount managementfinancial servicesonsiteno travelno on-callweekend required
- Work arrangement
- Weekend coverage required
Benefits & perks
- Medical, prescription drug, dental, vision, 401k, paid holidays, 15 days vacation, sick time, and profit sharing.
Why this role
Comprehensive 6-month training program with peer mentorship and a wide support network.
About the employer
Edward Jones is hiring for this role. Industry: Trust, Fiduciary, and Custody Activities. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Trust, Fiduciary, and Custody Activities
- Occupation code
- 43-6014.00
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Listing ID: a64c5568-cd2e-40e6-9905-c986bf2691cb