Branch Office Administrator — Client Services & Ops

Edward Jones; Clontarf (MN); On-site; USD 38,000 - 52,000; Full time

Job summary

Edward Jones is seeking a Branch Office Administrator to support a Financial Advisor with client service, scheduling, and branch operations in Minnesota. 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 that

Responsibilities

• Manage client communications and scheduling.
• Prepare paperwork and process transactions.
• Maintain accurate records to ensure a smooth, compliant office.
• Assist with appointment preparation and marketing follow-up.
• Support account servicing and provide relationship-focused service.

Job description

Edward Jones is seeking a Branch Office Administrator to support a Financial Advisor with client service, scheduling, and branch operations in Minnesota. 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 that