Branch Office Administrator - Financial Services

Edward Jones; Morris (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 branch operations. You will manage client communications, prepare paperwork, process transactions, and maintain accurate records to ensure a smooth, compliant office.

You will assist with appointment preparation, marketing follow-up, and account servicing while delivering exceptional, relationship-focused service; Edward Jones provides training and opportunities

Responsibilities

• Manage client communications and scheduling for the Financial Advisor
• Prepare paperwork and process transactions
• Maintain accurate records to keep the office compliant
• Assist with appointment preparation and follow-up on marketing activities
• Provide account servicing while delivering relationship-focused service
• Support branch operations and client service excellence

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.