Senior Branch Office Administrator
@ Edward JonesEdward Jonesedwardjones.com
Senior Branch Office Administrator
Appleton, MN
Posted today
About the job
Edward Jones is a financial services firm. The Senior Branch Office Administrator supports advisors, manages accounts, ensures compliance, and enhances client experiences.
Requirements
- Client service experience
- Account processing skills
- Knowledge of CRM systems
- Organization and communication skills
Qualifications
- High school diploma or above
- Experience in financial services preferred
Full job description
Edward Jones is seeking a Senior Branch Office Administrator to support our relationship-focused Financial Advisors and clients. In this role, you will manage client service, account processing, and daily branch operations while upholding our client-first culture. Responsibilities include opening and maintaining accounts, processing transfers and trades, coordinating client meetings, preparing reports, and ensuring compliance with firm and regulatory standards. You will use financial and CRM systems to track activities, support marketing and client events, and collaborate with a diverse, inclusive team focused on helping clients reach long-term financial goals.
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