Branch Office Administrator – Client Services & Operations

Edward Jones; Chokio (MN); On-site; USD 40,000 - 56,000; 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 in a collaborative, client-first culture with

Responsibilities

• Manage client communications and scheduling within the branch.
• Prepare paperwork and process transactions to ensure accurate records.
• Support branch operations and maintain compliance in daily activities.
• Assist with appointment preparation, marketing follow-up, and account servicing.

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 in a collaborative, client-first culture with