Branch Office Administrator - Financial Services

Edward Jones; Villard (MN); On-site; USD 42,000 - 64,000; 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’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.

Qualifications

• Experience supporting a financial advisor or office team.
• Strong organizational and record-keeping skills.
• Excellent client communication and follow-up.

Responsibilities

• Assist with client communications and scheduling.
• Prepare paperwork and process transactions.
• Maintain accurate branch records and compliance.

Skills

Client service

Scheduling

Branch operations

Paperwork processing

Account servicing

Transaction 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.