Senior Branch Office Administrator - Client Support

Edward Jones; Glenwood (MN); On-site; USD 52,000 - 75,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones is seeking a Senior Branch Office Administrator to support clients and advisors in a dynamic financial services environment. You will manage client communications, assist with accounts, and enable smooth daily operations across the branch.

This role requires strong service orientation, organizational skills, and comfort with technology. Edward Jones offers a comprehensive benefits package and opportunities for professional growth.

Qualifications

• 5+ years in financial services, banking, or legal with progression demonstrated.
• Provide exceptional client service via calls, email, and in-person.
• Handle account openings, transfers and advisor-directed requests.
• Independent administrative and operational support for the advisor.
• Strong computer literacy; willing to learn MoneyGuide, Salesforce and Office.

Responsibilities

• Support clients and financial advisors with account-related tasks and inquiries.
• Maintain accurate client records and documentation for transactions.
• Coordinate scheduling, materials for meetings, and marketing initiatives.
• Assist in developing and executing branch business plans and events.

Skills

Client Service

Account Management

Administrative Support

Operational Excellence

Technology Proficiency

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

Edward Jones is seeking a Senior Branch Office Administrator to support clients and advisors in a dynamic financial services environment. You will manage client communications, assist with accounts, and enable smooth daily operations across the branch.

This role requires strong service orientation, organizational skills, and comfort with technology. Edward Jones offers a comprehensive benefits package and opportunities for professional growth.