Edward Jones
Overview
Join to apply for the
Branch Office Administrator
role at
Edward Jones This job posting is anticipated to remain open for 30 days, from 17-Oct-2025. The posting may close early due to the volume of applicants. Base pay range:
$26.00/hr - $27.00/hr Notes: This range is provided by Edward Jones. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Job Overview Position Schedule:
Full-Time
Branch Address:
16233 Kenyon Ave, Suite 125, Lakeville, MN
This role is part of a Client Support Team, collaborating with financial advisors to help clients achieve their long-term financial goals. As a Branch Office Administrator (BOA), you provide administrative support to a financial advisor or a team of advisors and are a vital part of the client support team.
Responsibilities
Delivering exceptional personalized service to ensure clients feel understood and informed
Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year
Actively listen for situations in the clients’ lives that may indicate a need for additional services
Driving marketing activities such as planning and executing events
What we offer and what you can expect
A culture of continuous improvement and professional development
An inclusive environment where diverse viewpoints are valued
Recognition through a rewards program for long-term career, financial security, and well-being
Full-time benefits including medical/dental/vision, disability, life insurance, 401k, HSA/FSAs, paid holidays, vacation, sick time, personal days, and volunteer time
Bonuses and profit sharing opportunities; eligibility for the firm’s Employee Assistance Program
Compensation details
Hiring Minimum:
$26.10
Hiring Maximum:
$27.74
Skills & Requirements
Analytical Thinking
Attention to Detail
Adaptability
Conversational Skills
Digital Tool Utilization
Team Collaboration
Role Requirements
Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Develop and maintain strong relationships with clients, referral sources, and internal team members.
Account Management: Learn and understand the financial services industry. Includes account opening, handling transfers and other requests, processing transactions, preparing documentation, and maintaining accurate client records.
Administrative & Operational Support: Work independently under the direction of the financial advisor. Schedule appointments, prepare materials for client meetings, manage correspondence, support marketing initiatives, and help streamline processes.
Technology: Proficiency with MoneyGuide, Salesforce, Microsoft Office, and other firm-provided software; willingness to learn new technology.
About Edward Jones Edward Jones is a Fortune 500 company with over 9 million clients and 20,000 financial advisors across the U.S. and Canada. The firm emphasizes belonging, inclusion, and positive impact in its work culture. 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.
Seniority level
Associate
Employment type
Full-time
Job function
General Business, Administrative, and Customer Service
Referrals increase your chances of interviewing at Edward Jones by 2x.
Get notified about new Branch Office Administrator jobs in
Lakeville, MN .
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Join to apply for the
Branch Office Administrator
role at
Edward Jones This job posting is anticipated to remain open for 30 days, from 17-Oct-2025. The posting may close early due to the volume of applicants. Base pay range:
$26.00/hr - $27.00/hr Notes: This range is provided by Edward Jones. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Job Overview Position Schedule:
Full-Time
Branch Address:
16233 Kenyon Ave, Suite 125, Lakeville, MN
This role is part of a Client Support Team, collaborating with financial advisors to help clients achieve their long-term financial goals. As a Branch Office Administrator (BOA), you provide administrative support to a financial advisor or a team of advisors and are a vital part of the client support team.
Responsibilities
Delivering exceptional personalized service to ensure clients feel understood and informed
Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year
Actively listen for situations in the clients’ lives that may indicate a need for additional services
Driving marketing activities such as planning and executing events
What we offer and what you can expect
A culture of continuous improvement and professional development
An inclusive environment where diverse viewpoints are valued
Recognition through a rewards program for long-term career, financial security, and well-being
Full-time benefits including medical/dental/vision, disability, life insurance, 401k, HSA/FSAs, paid holidays, vacation, sick time, personal days, and volunteer time
Bonuses and profit sharing opportunities; eligibility for the firm’s Employee Assistance Program
Compensation details
Hiring Minimum:
$26.10
Hiring Maximum:
$27.74
Skills & Requirements
Analytical Thinking
Attention to Detail
Adaptability
Conversational Skills
Digital Tool Utilization
Team Collaboration
Role Requirements
Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Develop and maintain strong relationships with clients, referral sources, and internal team members.
Account Management: Learn and understand the financial services industry. Includes account opening, handling transfers and other requests, processing transactions, preparing documentation, and maintaining accurate client records.
Administrative & Operational Support: Work independently under the direction of the financial advisor. Schedule appointments, prepare materials for client meetings, manage correspondence, support marketing initiatives, and help streamline processes.
Technology: Proficiency with MoneyGuide, Salesforce, Microsoft Office, and other firm-provided software; willingness to learn new technology.
About Edward Jones Edward Jones is a Fortune 500 company with over 9 million clients and 20,000 financial advisors across the U.S. and Canada. The firm emphasizes belonging, inclusion, and positive impact in its work culture. 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.
Seniority level
Associate
Employment type
Full-time
Job function
General Business, Administrative, and Customer Service
Referrals increase your chances of interviewing at Edward Jones by 2x.
Get notified about new Branch Office Administrator jobs in
Lakeville, MN .
Related job postings
Front Desk Clerk/Hilton Minneapolis Airport – Minneapolis, MN
Administrative Assistant / Sales Support in Plymouth – Greater Minneapolis-St. Paul Area
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr