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