Senior Branch Office Administrator

Edward Jones is seeking a Senior Branch Office Administrator to deliver exceptional client service and operational support in a relationship-focused branch setting. In this role, you'll partner closely with the Financial Advisor to manage client inquiries, process trades and account changes, maintain accurate records, and ensure full regulatory and firm compliance. You will coordinate appointments and client events, prepare reports and review materials, and oversee daily office operations.

The position offers comprehensive training, support for licensing, competitive compensation, strong benefits, and clear opportunities for advancement in a collaborative, client-first culture.

Responsibilities

• Support Financial Advisor with client service and account administration
• Process trades, transfers, and documentation with accuracy and compliance
• Serve as primary client contact for inquiries and appointment scheduling
• Maintain branch records and ensure regulatory and firm policy adherence
• Prepare reports, presentations, and client review materials
• Coordinate client meetings, seminars, and outreach activities
• Manage office operations, supplies, and vendor coordination
• Use firm technology platforms and CRM to update and track client information
• Assist with onboarding new clients and account setup
• Contribute to a collaborative, client-first branch culture

Required Skills

• Client relationship management
• Brokerage operations
• Trade processing
• Regulatory compliance
• CRM software (e.g., Salesforce or similar)
• Financial documentation and records management
• Data entry and accuracy
• Office administration and coordination
• Microsoft Office Suite
• Written and verbal communication