Branch Office Administrator: Client-Driven Financial Operations

Edward Jones; Milan (MN); On-site; USD 38,000 - 65,000; Full time

Benefits offered by this job

Medical and prescription benefits

Dental and vision coverage

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones is seeking a Branch Office Administrator to deliver seamless support to clients and assist financial advisors with account management, documentation, and everyday branch operations. The role offers a structured training program, a broad support network, and opportunities to grow within a large, client‑focused financial services firm.

You will handle inquiries, maintain client records, and collaborate with a team of professionals to contribute to annual business planning and client

Qualifications

• Provide exceptional client service via inbound/outbound calls, email, and in-person interactions.
• Assist with account openings, transfers, and documentation under advisor direction.
• Perform administrative and operational support, including scheduling and materials preparation.

Responsibilities

• Provide exceptional service to clients via calls, email, and in-person interactions.
• Support account openings, transfers, and requests under financial advisor direction.
• Prepare materials for client meetings and manage routine correspondence.
• Assist in branch marketing initiatives and event planning.

Skills

Client service

Account management

Administrative tasks

Technology literacy

Communication skills

Team collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Branch Office Administrator to deliver seamless support to clients and assist financial advisors with account management, documentation, and everyday branch operations. The role offers a structured training program, a broad support network, and opportunities to grow within a large, client‑focused financial services firm.

You will handle inquiries, maintain client records, and collaborate with a team of professionals to contribute to annual business planning and client