Client-First Branch Operations Lead

Edward Jones; Starbuck (MN); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Training

Licensing support

Career growth

Job summary

Edward Jones in Minnesota is seeking a Senior Branch Office Administrator to support a Financial Advisor by delivering personalized guidance to individual investors and small businesses.

You will manage daily branch operations, including onboarding new clients, processing documents, trades and money movements, scheduling client meetings, coordinating local marketing and events, and ensuring CRM accuracy while upholding confidentiality and compliance.

Qualifications

• Client-facing role requiring professional communication.
• Experience in banking/financial services preferred.
• Attention to detail and compliance focus.

Responsibilities

• Manage daily branch operations and client onboarding.
• Process documentation, trades, and money movements.
• Maintain CRM accuracy and compliant records.
• Schedule client meetings and coordinate local marketing/events.
• Uphold confidentiality and regulatory compliance.

Skills

Customer service

CRM management

Documentation

Financial services

Tools

CRM software

Job description

Edward Jones in Minnesota is seeking a Senior Branch Office Administrator to support a Financial Advisor by delivering personalized guidance to individual investors and small businesses.

You will manage daily branch operations, including onboarding new clients, processing documents, trades and money movements, scheduling client meetings, coordinating local marketing and events, and ensuring CRM accuracy while upholding confidentiality and compliance.