Senior Branch Office Administrator - Wealth Management

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 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.