Branch Office Administrator - Financial Services

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

Job summary

Edward Jones 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 assisting with appointment preparation, marketing follow-up, and account servicing.

This role emphasizes organization, relationship-building, and precise administrative support within a client-first

Qualifications

• Experience in client service or administrative support in financial services.
• Strong organizational skills and meticulous attention to detail.
• Ability to handle confidential information with discretion.

Responsibilities

• Support a Financial Advisor with client service and scheduling.
• Manage client communications and maintain accurate records.
• Prepare paperwork and process transactions.
• Assist with appointment preparation, 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.