Senior Branch Office Administrator - Wealth Management

Edward Jones; Morris (MN); On-site; USD 45,000 - 65,000; Full time

Job summary

Edward Jones in Morris, MN is seeking a Senior Branch Office Administrator to support a Financial Advisor by delivering personalized investment guidance to individuals and small businesses. You will manage daily branch operations, onboarding, documentation, trade and money movements, and CRM accuracy.

This role emphasizes client service, scheduling meetings, coordinating local marketing and events, and maintaining compliance and confidentiality.

Qualifications

• Experience supporting financial advisors in a client-facing role.
• Strong compliance and confidentiality discipline.
• Excellent organizational and communication skills.

Responsibilities

• Support a Financial Advisor in daily branch operations.
• Handle account onboarding, documentation, and money movement processing.
• Maintain CRM data accuracy and schedule client meetings.
• Coordinate local marketing events and client events.
• Ensure compliance with regulatory and confidentiality standards.

Skills

Customer service

CRM management

Documentation

Meeting coordination

Tools

CRM software

Microsoft Office

Job description

Edward Jones is seeking a Senior Branch Office Administrator to support a Financial Advisor in delivering personalized investment, retirement, and wealth management guidance to individual investors and small businesses. In this client-facing role, you’ll manage daily branch operations, including account onboarding, documentation, trade and money movement processing, and CRM accuracy. You will schedule and prepare client meetings, coordinate local marketing and client events, and uphold strict compliance and confidentiality standards. Edward Jones offers training, support for licensing, and career growth in a collaborative, client-first culture.