Client-First Branch Administrator | Growth & Training

Edward Jones; Odessa (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’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 and contributing to a collaborative, client-first culture with

Responsibilities

• Support a Financial Advisor with client service, scheduling, and branch operations.
• Manage client communications, prepare paperwork, process transactions, and maintain accurate records to ensure a smooth, compliant office.
• Assist with appointment preparation, marketing follow-up, and account servicing while delivering relationship-focused service.

Job description

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 and contributing to a collaborative, client-first culture with