Branch Office Administrator - Financial Services

Edward Jones; Glenwood (MN); On-site; USD 42,000 - 54,000; Full time

Job summary

Edward Jones in Minnesota 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. The role emphasizes relationship-building within a collaborative, client-first culture that offers training and growth opportunities.

Qualifications

• Experience delivering client service and maintaining accurate records.
• Ability to manage scheduling and branch operations.
• Experience preparing paperwork and processing transactions.

Responsibilities

• Support a Financial Advisor with client service, scheduling, and branch operations.
• Manage client communications and maintain accurate records.
• Prepare paperwork and process transactions.
• Assist with appointment preparation and marketing follow-up.
• Deliver relationship-focused service in a collaborative culture.

Skills

Client service

Scheduling

Record keeping

Paperwork preparation

Transactions processing

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.