Branch Office Administrator: Client Services & Ops

Edward Jones; Kerkhoven (MN); On-site; USD 40,000 - 55,000; Full time

Job summary

Edward Jones seeks 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 will assist with appointment preparation, marketing follow-up, and account servicing while delivering exceptional, relationship-focused service in a supportive, team-driven environment.

Qualifications

• Customer service skills for client-focused interactions.
• Scheduling and calendar management.
• Administrative tasks and record-keeping in a branch setting.

Responsibilities

• Manage client communications and provide responsive service.
• Prepare paperwork and process routine transactions.
• Maintain accurate branch records to ensure compliance and smooth operations.
• Assist with appointment preparation and follow-up on marketing activities.
• Support account servicing and relationship-building with clients.

Skills

Customer service

Scheduling

Office administration

Job description

Edward Jones seeks 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 will assist with appointment preparation, marketing follow-up, and account servicing while delivering exceptional, relationship-focused service in a supportive, team-driven environment.