Senior Branch Office Administrator

As a Senior Branch Office Administrator at Edward Jones, you'll be the operational and client-service backbone of a local branch. Partnering closely with the Financial Advisor, you'll manage daily office operations, coordinate schedules, prepare client reviews, and process account transactions with accuracy and compliance. You'll serve as a primary client contact-answering questions, resolving issues, and supporting long-term relationships-while contributing to a collaborative, client-first culture with strong growth and advancement opportunities.

Responsibilities

• Support Financial Advisor with daily branch operations and client service
• Schedule and prepare client appointments and maintain CRM records
• Process new accounts, transfers, trades, and service requests accurately
• Handle incoming calls, emails, and in-person client inquiries professionally
• Maintain compliance documentation and follow firm and regulatory policies
• Prepare reports, account reviews, and meeting materials for clients
• Coordinate branch calendars, office supplies, and vendor relationships
• Assist with local marketing events, client seminars, and outreach
• Safeguard confidential client information and maintain data integrity
• Contribute to a collaborative, client-first branch culture

Required Skills

• Client relationship management
• Brokerage/financial account processing
• CRM and client database management
• Regulatory and compliance procedures (FINRA/SEC awareness)
• Document management and recordkeeping
• MS Office (Excel, Word, Outlook)
• Calendar and office operations management
• Data entry and accuracy
• Basic financial products knowledge
• Telephone and front-office reception