Branch Office Administrator: Client Services & Operations

Edward Jones; Dawson (MN); On-site; USD 42,000 - 64,000; Full time

Job summary

Edward Jones is seeking a Branch Office Administrator to support a Financial Advisor with client service, scheduling, and branch operations. 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 a Financial Advisor with client service, scheduling, and branch operations.
• Manage client communications, prepare paperwork, process transactions, and maintain accurate records to ensure a smooth, compliant office.
• Assist with appointment preparation, marketing follow-up, and account servicing while delivering exceptional, relationship-focused service.

Skills

Client service

Scheduling

Record keeping

Administrative support

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.