Branch Office Administrator — Client Services & Operations

Edward Jones; Pennock (MN); On-site; USD 42,000 - 54,000; 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’ll manage client communications, prepare paperwork, process transactions, and maintain accurate records to ensure a smooth, compliant office.

You’ll assist with appointment preparation, follow-up on marketing activities, and account servicing while delivering exceptional, relationship-focused service in a collaborative, growth-minded

Qualifications

• Experience supporting a financial professional or advisor is a plus.
• Strong organizational and time-management abilities.
• Ability to handle sensitive information with discretion.

Responsibilities

• Provide client service and communications support for the Financial Advisor.
• Manage scheduling and calendar coordination for meetings and appointments.
• Prepare paperwork, process transactions, and maintain accurate records for compliance.
• Assist with appointment preparation, marketing follow-up, and account servicing.

Skills

Client service

Scheduling

Office operations

Communication skills

Data entry

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’ll manage client communications, prepare paperwork, process transactions, and maintain accurate records to ensure a smooth, compliant office.

You’ll assist with appointment preparation, follow-up on marketing activities, and account servicing while delivering exceptional, relationship-focused service in a collaborative, growth-minded