Senior Branch Office Administrator – Wealth Management

@ Edward Jones
Edward Jonesedwardjones.com

Senior Branch Office Administrator – Wealth Management

Hancock, MN
Posted today

About the job

Edward Jones provides personalized investment and wealth management services. This role supports a Financial Advisor, handling daily branch operations, client interactions, and ensuring compliance in a collaborative, client-focused environment.

Requirements

  • Experience in office management
  • Customer service skills
  • Attention to detail
  • Ability to coordinate multiple tasks

Qualifications

  • High school diploma or higher
  • Strong communication skills
  • Interest in finance
  • Ability to manage confidential info

Full job description

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.
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