Senior Branch Office Administrator

Edward Jones is seeking a Senior Branch Office Administrator to support a Financial Advisor in delivering personalized investment, retirement, and wealth management guidance to individual investors and small businesses. In this client-facing role, you'll manage daily branch operations, including account onboarding, documentation, trade and money movement processing, and CRM accuracy. You will schedule and prepare client meetings, coordinate local marketing and client events, and uphold strict compliance and confidentiality standards.

Edward Jones offers training, support for licensing, and career growth in a collaborative, client-first culture.

Responsibilities

• Support Financial Advisor with client service and branch operations
• Manage client onboarding, account paperwork, and documentation accuracy
• Schedule client meetings and prepare reports, proposals, and presentations
• Process trades, transfers, deposits, withdrawals, and account maintenance requests
• Maintain CRM data, client files, and compliance-related records
• Serve as primary client contact for inquiries and problem resolution
• Coordinate branch calendars, correspondence, and office logistics
• Ensure adherence to firm policies, regulatory standards, and confidentiality
• Assist with local marketing, client events, and outreach activities
• Participate in training and pursue relevant licenses or designations

Required Skills

• Client relationship management
• Brokerage/wealth management operations
• Account and trade processing
• Regulatory and compliance procedures
• CRM and financial systems (e.g., portfolio platforms)
• Data entry and documentation accuracy
• Microsoft Office (Excel, Word, Outlook, Power
• Point)
• Scheduling and calendar management
• Written and verbal communication
• Time management and multitasking