Branch Office Administrator & Client Services Lead

Edward Jones; Sunburg (MN); On-site; USD 40,000 - 55,000; Full time

Job summary

Edward Jones is seeking a Branch Office Administrator to support a Financial Advisor with client service, scheduling, and branch operations. In this role, you’ll 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.

Responsibilities

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

Skills

Client service

Scheduling

Record keeping

Paperwork processing

Account servicing

Job description

Edward Jones is seeking a Branch Office Administrator to support a Financial Advisor with client service, scheduling, and branch operations. In this role, you’ll 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.