Branch Office Administrator - Client Services & Growth

Edward Jones; Murdock (MN); On-site; USD 42,000 - 55,000; Full time

Job summary

Edward Jones in Minnesota is seeking a Branch Office Administrator to support a Financial Advisor with client service, scheduling, and branch operations. You will manage client communications, prepare paperwork, process transactions, and maintain accurate records to ensure a smooth, compliant office.

You’ll assist with appointment preparation, marketing follow-up, and account servicing while delivering exceptional, relationship-focused service.

Qualifications

• Experience in financial services is preferred.
• Ability to manage multiple tasks with attention to detail.

Responsibilities

• Manage client communications and scheduling for the Financial Advisor.
• Prepare paperwork and process transactions accurately.
• Maintain records to ensure a smooth, compliant office.
• Assist with appointment preparation, marketing follow-up, and account servicing.

Skills

Client service

Scheduling

Record keeping

Job description

Edward Jones in Minnesota is seeking a Branch Office Administrator to support a Financial Advisor with client service, scheduling, and branch operations. You will manage client communications, prepare paperwork, process transactions, and maintain accurate records to ensure a smooth, compliant office.

You’ll assist with appointment preparation, marketing follow-up, and account servicing while delivering exceptional, relationship-focused service.