Client Services & Branch Operations Administrator

Edward Jones; Donnelly (MN); On-site; USD 45,000 - 60,000; 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 in office administration or support roles.
• Strong attention to detail and record-keeping.
• Excellent communication and customer service skills.

Responsibilities

• Provide client service and communications to support the Financial Advisor.
• Assist with scheduling, calendar management, and appointment preparation.
• Process transactions and prepare paperwork for account servicing.
• Maintain accurate records and ensure compliance in branch operations.
• Support marketing follow-up and client follow-up tasks.
• Contribute to a collaborative, client-first culture.

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.