Branch Office Administrator, Client Services & Ops

Edward Jones; New London (MN); On-site; USD 38,000 - 56,000; 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’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.

Qualifications

• Experience in providing professional client service and handling client communications.
• Ability to maintain accurate records and manage paperwork efficiently.
• Familiarity with scheduling and branch operations processes.

Responsibilities

• Support a Financial Advisor with client service and communications.
• Prepare paperwork and process transactions accurately and promptly.
• Maintain records to ensure office compliance and organization.
• Assist with appointment prep, marketing follow-up, and account servicing.

Skills

Client service

Scheduling

Record keeping

Tools

CRM software

Job description

Edward Jones 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, marketing follow-up, and account servicing while delivering exceptional, relationship-focused service.