Branch Office Administrator

Edward Jones seeks a Branch Office Administrator in Sioux Falls, SD to support a local Financial Advisor and deliver exceptional client service. In this role, you'll manage daily branch operations, greet clients, schedule appointments, and process account paperwork with accuracy and confidentiality. You'll handle cash and securities documentation, maintain client records, and help coordinate client events and communications. Comprehensive training, support for professional growth, and a collaborative, client-focused culture make this a great opportunity to build a long-term career in financial services.

Responsibilities

• Support the financial advisor with daily branch operations and client service
• Greet clients, manage calls, and schedule appointments
• Prepare and process new account, transfer, and service paperwork accurately
• Maintain client records and ensure data integrity in firm systems
• Handle cash deposits, checks, and trade-related documentation per compliance standards
• Coordinate client meetings, seminars, and local marketing activities
• Monitor workflows, deadlines, and follow-ups to ensure timely client responses
• Assist with client communications, mailings, and digital correspondence
• Apply firm policies to maintain confidentiality and regulatory compliance
• Participate in training and development to grow administrative and financial knowledge

Required Skills

• Client service
• Office administration
• Data entry and record management
• Scheduling and calendar management
• Financial documentation processing
• Regulatory and compliance awareness
• Cash handling and reconciliation
• CRM or client database software
• Microsoft Office (Word, Excel, Outlook)
• Written and verbal communication