Branch Office Administrator — Client Services & Operations

Edward Jones; Lowry (MN); On-site; USD 42,000 - 62,000; 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.

Qualifications

• Strong organizational and time-management skills.
• Excellent communication and interpersonal abilities.
• Attention to detail and accuracy in paperwork.

Responsibilities

• Assist Financial Advisor with client service and communications.
• Schedule meetings, appointments, and calendar management.
• Prepare and process paperwork and transactions accurately.
• Maintain branch records and ensure compliance in daily operations.
• Support marketing follow-up and account servicing activities.

Skills

Client service

Scheduling

Record keeping

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.