Client-Driven Branch Office Operations Lead

Edward Jones; Murdock (MN); On-site; USD 60,000 - 85,000; Full time

Job summary

Edward Jones seeks a Senior Branch Office Administrator to support a Financial Advisor in delivering personalized investment and wealth guidance to individuals and small businesses. You will manage daily branch operations—onboarding, documentation, trade and money movement, CRM accuracy—plus schedule client meetings, coordinate local marketing and events, and uphold compliance and confidentiality.

This client-facing role offers training, licensing support, and a path for career growth within

Qualifications

• Experience in financial services preferred.
• Strong organizational and administrative skills.
• Ability to handle confidential information with discretion.

Responsibilities

• Manage daily branch operations including onboarding of new accounts and documentation processing.
• Process trade and money movements; maintain accurate CRM records.
• Schedule and prepare client meetings; coordinate local marketing and client events; ensure compliance and confidentiality.

Skills

CRM accuracy

Attention to detail

Customer service

Job description

Edward Jones seeks a Senior Branch Office Administrator to support a Financial Advisor in delivering personalized investment and wealth guidance to individuals and small businesses. You will manage daily branch operations—onboarding, documentation, trade and money movement, CRM accuracy—plus schedule client meetings, coordinate local marketing and events, and uphold compliance and confidentiality.

This client-facing role offers training, licensing support, and a path for career growth within