Branch Office Administrator
Edward Jones
Minneapolis, MNFresher1h agovia LinkedIn
This job at a glance
- Who can apply
- New grads, no experience needed
- Must know
- MarketingLead generationAccount managementSalesforceMicrosoft Office
- Work
- On-site in Minneapolis
- Pay
- Not stated by the employer.
- Skill demand
- Marketing6%Lead generation5%Account management1%Salesforce1%of 100 similar entry-level jobs posted in the US this week
- Listed
- Nov 12, 2026 · still open
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About the Role
Edward Jones is a privately-owned, Fortune 500 financial services firm focused on partnering for positive impact to improve the lives of clients and colleagues. The Branch Office Administrator (BOA) role is designed for individuals seeking a fulfilling career, providing essential administrative support to financial advisors and their clients. BOAs are a valued part of the client support team, contributing to the firm's success by supporting client accounts, facilitating communication, and ensuring a positive client experience.
Key Responsibilities
- Deliver exceptional personalized service to clients.
- Take an active role in the annual business planning process.
- Actively listen for situations in clients' lives that may indicate a need for additional services.
- Drive marketing activities, including planning and executing events.
- Provide administrative support to financial advisor(s).
- Support client accounts, facilitate communication, and ensure a positive client experience.
- Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
- Respond to client inquiries and resolve issues.
- Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
- Learn and understand the financial services industry for account management.
- Handle account opening, transfers, and other requests as directed by the financial advisor.
- Process account transactions.
- Prepare documentation and maintain accurate client records.
- Handle various administrative tasks, including scheduling appointments and preparing materials for client meetings.
- Manage correspondence and support marketing initiatives.
- Streamline processes by updating SOPs and strategically executing the branch business plan.
Requirements & Tech Stack
- Analytical Thinking
- Attention to Detail
- Adaptability
- Conversational Skills
- Digital Tool Utilization
- Team Collaboration
- Strong computer literacy.
- Willingness to learn new technology and programs.
- Experience with MoneyGuide, Salesforce, Microsoft Office products, and other firm-provided software.
Qualifications
- Aptitude to learn and understand the financial services industry.
- Strong ability to work independently at the direction of the financial advisor.