Financial Services Administrative Assistant

Edward Jones is seeking a Branch Office Administrator to support a Financial Advisor with client service, scheduling, and branch operations. In this role, you’ll manage client communications, prepare paperwork, process transactions, and maintain accurate records to ensure a smooth, compliant office. You’ll assist with appointment preparation, marketing follow-up, and account servicing while delivering exceptional, relationship-focused service. Edward Jones provides training, support for professional growth, and a collaborative, client-first culture with opportunities to advance. Provide front-line client service via phone, email, and in-person interactions Manage calendars, schedule and confirm client appointments Prepare, process, and track account paperwork and financial documents Maintain accurate client records and ensure data integrity in firm systems Support branch compliance by following firm and regulatory procedures Coordinate meeting materials and follow-up for client reviews Handle daily office operations, mail, supplies, and vendor coordination Assist with basic marketing activities and client outreach Monitor and process routine account service requests and transactions Collaborate closely with the Financial Advisor to support client goals Client service Office administration Financial documentation processing CRM software Data entry and accuracy Scheduling and calendar management Regulatory and compliance awareness Recordkeeping and filing Telephone and email communication Microsoft Office Suite Medical Insurance Dental Insurance Vision Insurance Life Insurance 401k FINRA SIE, Series 7, or Series 63/66 a plus Notary Public preferred Insurance or securities industry experience beneficial