Edward Jones is seeking a Senior Branch Office Administrator to support our relationship-focused Financial Advisors and clients. In this role, you will manage client service, account processing, and daily branch operations while upholding our client-first culture.
Responsibilities include opening and maintaining accounts, processing transfers and trades, coordinating client meetings, preparing reports, and ensuring compliance with firm and regulatory standards. You will use financial and CRM systems to track activities, support marketing and client events, and collaborate with a diverse, inclusive team focused on helping clients reach long-term financial goals.
Senior Branch Office Administrator in appleton at Unknown Company
This position is listed as full time and onsite.