Branch Office Administrator

Position Schedule

Full-Time

4886 Hwy 61 N Suite 102, White Bear Lake, MN

As a Branch Office Administrator, you support financial advisors and their clients by managing client accounts, providing exceptional client service, and executing administrative tasks that ensure smooth operations.

• Client Service:
  Provide exceptional service via inbound and outbound calls, email, and in-person interactions; resolve inquiries, maintain strong relationships with clients, referral sources, and internal teams.
• Account Management:
  Learn the financial services industry; handle account openings, transfers, and other requests; process transactions, prepare documentation, and maintain accurate client records.
• Administrative & Operational Support:
  Schedule appointments, prepare meeting materials, manage correspondence, support marketing initiatives, streamline processes, update SOPs, and execute branch business plans.
• Technology:
  Use firm‑provided software such as Money Guide, Salesforce, Microsoft Office, and other tools; stay adept at new programs and systems.

• Analytical thinking
• Attention to detail
• Adaptability
• Conversational skills
• Digital tool utilization
• Team collaboration
• Strong computer literacy with willingness to learn new technology
• Experience in a client‑facing role preferred

• Hiring Minimum: $26.10 per hour
• Hiring Maximum: $28.26 per hour

• Medical, prescription drug, dental, and vision coverage
• Voluntary benefits (accident, hospital indemnity, critical illness)
• Short‑ and long‑term disability; basic life and AD&D at no cost
• 401(k) retirement plan and tax‑advantaged accounts (HSA, FSA)
• 10 paid holidays and 15 days vacation for new associates (plus sick, personal, volunteer days)
• Bonuses and profit‑sharing opportunities
• Employee Assistance Program

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information, or any other basis prohibited by applicable law.