Branch Office Administrator - Financial Services

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

Job summary

Edward Jones in Minnesota is seeking a Branch Office Administrator to support a Financial Advisor with client service, scheduling, and core 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 a client-facing administrative role is preferred.
• Ability to manage scheduling and paperwork accurately.
• Strong attention to detail and record-keeping.

Responsibilities

• Support a Financial Advisor with client service and branch operations.
• Manage client communications and appointments.
• Prepare paperwork and process transactions.
• Maintain accurate records to ensure compliance and smooth office operations.
• Assist with marketing follow-up and 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.