Senior Branch Office Administrator

Edward Jones seeks a Senior Branch Office Administrator to support a Financial Advisor in delivering exceptional client service. In this client-facing role, you'll manage daily branch operations, coordinate appointments, process account documentation, and handle client inquiries with professionalism and confidentiality. You'll use firm technology and CRM tools, assist with reports and client events, and ensure compliance with industry standards while contributing to a collaborative, relationship-focused branch team.

Responsibilities

• Support Financial Advisor with daily branch operations and client service
• Manage client onboarding, account paperwork, and documentation accuracy
• Schedule and coordinate client meetings, calls, and follow-ups
• Respond to client inquiries regarding accounts, transactions, and statements
• Maintain records, files, and confidential client information in compliance with firm and regulatory standards
• Assist with preparation of reports, presentations, and review materials for client meetings
• Process deposits, withdrawals, transfers, and other service requests
• Help plan and execute local marketing, client appreciation, and educational events
• Use firm technology platforms and CRM to track activities and client interactions
• Provide leadership and mentoring to junior branch support staff

Required Skills

• Client service and relationship management
• Financial services operations
• Account documentation and processing
• CRM and client database management
• Scheduling and office coordination
• Regulatory and compliance awareness
• Data entry and accuracy
• Written and verbal communication
• Microsoft Office (Word, Excel, Outlook)
• Event and meeting coordination