Client Services & Branch Operations Coordinator

Edward Jones; Hancock (MN); On-site; USD 40,000 - 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.

In this role you’ll assist with appointment preparation, marketing follow-up, and account servicing while delivering exceptional, relationship-focused service within a collaborative, client-first culture that

Qualifications

• Experience in customer service or administrative support preferred.
• Familiarity with banking or financial services is a plus.
• Strong organizational and communication skills.

Responsibilities

• Support Financial Advisor with client communications and scheduling.
• Prepare paperwork and maintain accurate records for branch operations.
• Process transactions and provide account servicing support while ensuring compliance.
• Assist with appointment preparation and marketing follow-up to support client relations.

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.

In this role you’ll assist with appointment preparation, marketing follow-up, and account servicing while delivering exceptional, relationship-focused service within a collaborative, client-first culture that