Branch Office Administrator - Financial Services

Edward Jones; Minnesota; On-site; USD 40,000 - 60,000; Full time

Job summary

Edward Jones in Minnesota is seeking a Branch Office Administrator to support a Financial Advisor with client service, scheduling, and branch operations.

You will manage client communications, prepare paperwork, process transactions, and maintain accurate records to ensure a smooth, compliant office while delivering relationship-focused service.

Qualifications

• Experience in client-facing roles with strong service orientation.
• Ability to manage documents and paperwork accurately.
• Competence in scheduling and coordinating appointments.

Responsibilities

• Support a Financial Advisor with client communications and service.
• Prepare paperwork and process transactions accurately.
• Maintain branch records and ensure compliance.
• Coordinate scheduling and marketing follow-up.

Skills

Customer service

Scheduling

Record keeping

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.