Senior Branch Operations & Client Experience Lead

Edward Jones; Hancock (MN); On-site; USD 52,000 - 76,000; Full time

Job summary

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

Qualifications

• Proven ability to handle confidential information with discretion.
• Strong organizational and time-management skills.
• Customer- and detail-oriented mindset.

Responsibilities

• Manage daily branch operations for a financial advisory team.
• Oversee account onboarding, documentation, and money movement processing.
• Maintain CRM accuracy and support regulatory compliance.
• Schedule and prepare client meetings; coordinate local marketing and client events.

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