Senior Branch Operations & Client Experience Lead

Edward Jones; Clontarf (MN); On-site; USD 52,000 - 70,000; Full time

Job summary

Edward Jones in Minnesota is seeking a Senior Branch Office Administrator to support a Financial Advisor in delivering personalized investment and wealth guidance.

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.

Qualifications

• Supports a Financial Advisor in a branch setting.
• Includes onboarding, documentation, trade and money movement processing, and CRM accuracy.

Responsibilities

• Manage daily branch operations.
• Schedule and prepare client meetings.
• Coordinate local marketing and client events.
• Maintain strict compliance and confidentiality standards.

Job description

Edward Jones in Minnesota is seeking a Senior Branch Office Administrator to support a Financial Advisor in delivering personalized investment and wealth guidance.

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.