Branch Office Administrator - Financial Services

Edward Jones; Cyrus (MN); On-site; USD 36,000 - 60,000; Full time

Job summary

Edward Jones in Cyrus, MN 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 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 delivering client-focused service in a financial or professional setting.
• Strong organizational skills for paperwork and record-keeping.
• Good communication and attention to detail.

Responsibilities

• Communicate with clients to address inquiries and updates.
• Prepare paperwork and process transactions for accounts and services.
• Maintain accurate records and support regulatory compliance.
• Assist with appointment preparation and marketing follow-up activities.
• Support branch operations and provide excellent client service to advisers.

Skills

Customer service

Scheduling

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.