Branch Office Administrator: Client Services & Operations Growth

Edward Jones; Holloway (MN); On-site; USD 42,000 - 56,000; Full time

Job summary

Edward Jones seeks a Branch Office Administrator to support a Financial Advisor with client service, scheduling, and branch operations. In this role, 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, marketing follow-up, and account servicing while delivering exceptional, relationship-focused service in a collaborative, client-first culture with

Qualifications

• Client service, scheduling, and branch operations responsibilities.
• Prepare paperwork and process transactions while maintaining accurate records.
• Deliver exceptional, relationship-focused service in a collaborative culture.

Responsibilities

• Support a Financial Advisor with client service and scheduling.
• Manage client communications and maintain accurate records for compliant office operations.
• Assist with appointment preparation, marketing follow-up, and account servicing.

Job description

Edward Jones seeks a Branch Office Administrator to support a Financial Advisor with client service, scheduling, and branch operations. In this role, 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, marketing follow-up, and account servicing while delivering exceptional, relationship-focused service in a collaborative, client-first culture with