Branch Office Administrator - Financial Services

Edward Jones; Appleton (MN); On-site; USD 42,000 - 62,000; 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 will manage client communications, prepare paperwork, process transactions, and maintain accurate records to ensure a smooth, compliant office while assisting with appointment preparation, marketing follow-up, and account servicing in a relationship-focused environment.

Qualifications

• Experience in client service or office administration.
• Ability to manage paperwork and records for a financial office.
• Strong attention to detail and accuracy.

Responsibilities

• Support a Financial Advisor with client service, scheduling, and branch operations.
• Manage client communications, prepare paperwork, process transactions, and maintain accurate records.
• Assist with appointment preparation, marketing follow-up, and account servicing.

Skills

Client service

Scheduling

Records management

Account servicing

Job description

Edward Jones is seeking 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. Edward Jones provides training, support for professional growth, and a collaborative, client-first culture with opportunities to advance.