Branch Office Administrator — Client Services & Operations

Edward Jones; Brooten (MN); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Training provided

Professional growth support

Career advancement opportunities

Job summary

Edward Jones 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.

Responsibilities

• Support Financial Advisor with client service, scheduling and branch operations.
• Manage client communications, prepare paperwork, process transactions and maintain accurate records.
• Assist with appointment preparation, marketing follow-up and account servicing while delivering client-first service.

Job description

Edward Jones 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.