Branch Office Administrator - Financial Services

Edward Jones is seeking a Branch Office Administrator to support a Financial Advisor with client service, scheduling, and branch operations. In this role, you'll manage client communications, prepare paperwork, process transactions, and maintain accurate records to ensure a smooth, compliant office. You'll assist with appointment preparation, marketing follow-up, and account servicing while delivering exceptional, relationship-focused service. Edward Jones provides training, support for professional growth, and a collaborative, client-first culture with opportunities to advance.

Responsibilities

• Provide front-line client service via phone, email, and in-person interactions

• Manage calendars, schedule and confirm client appointments

• Prepare, process, and track account paperwork and financial documents

• Maintain accurate client records and ensure data integrity in firm systems

• Support branch compliance by following firm and regulatory procedures

• Coordinate meeting materials and follow-up for client reviews

• Handle daily office operations, mail, supplies, and vendor coordination

• Assist with basic marketing activities and client outreach

• Monitor and process routine account service requests and transactions

• Collaborate closely with the Financial Advisor to support client goals Required Skills

• Client service

• Office administration

• Financial documentation processing

• CRM software

• Data entry and accuracy

• Scheduling and calendar management

• Regulatory and compliance awareness

• Recordkeeping and filing

• Telephone and email communication

• Microsoft Office Suite