Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Branch Office Administrator - Wealth Management

Edward Jones HQ

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.

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Senior Branch Office Administrator - Wealth Management in Milan, MN vacancy
  • Edward Jones is seeking a Branch Office Administrator to provide high-level client support and administrative services for a team of financial advisors. You will manage client accounts, communications, and scheduling while supporting marketing initiatives and branch plans... 
    Senior
    Work at office

    Edward Jones

    Milan, MN
    3 days ago
  •  ...you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team...  ...sources, and internal client support team members. ~ Account Management: Aptitude to learn and understand the financial services... 
    Senior
    Full time
    Temporary work
    Work at office
    Home office
    Flexible hours

    Edward Jones

    Milan, MN
    15 hours ago
  • 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... 
    Senior
    Work at office

    Edward Jones

    Appleton, MN
    4 days ago
  • Hader Solutions is seeking a Senior Branch Office Administrator to support financial advisors with administrative, client service, and operational duties. You will deliver personalized client service, manage accounts, and process transactions while maintaining accurate... 
    Senior
    Work at office

    Hader Solutions

    Milan, MN
    3 days ago
  • 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... 
    Suggested
    Work at office

    Edward Jones

    Milan, MN
    4 days ago
  •  ...If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs...  ...planning and executing events Digital Tool Utilization Account Management: Aptitude to learn and understand the financial services... 
    Full time
    Temporary work
    Work at office
    Home office
    Flexible hours

    Edward Jones

    Appleton, MN
    3 days ago
  •  ...The Senior Branch Office Administrator (Sr. BOA) plays a vital role in supporting financial advisors by providing administrative, client service,...  ...personalized service to clients to ensure a positive experience Managing client accounts, processing transactions, and... 
    Senior
    Work at office

    Hader Solutions

    Milan, MN
    2 days ago
  • $69k

     ...Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals and families.   What... 
    Remote job
    Work from home
    Flexible hours

    HMG Careers

    Milan, MN
    10 days ago
  • CoreCivic is seeking Health Services Administrators who have a passion for providing the highest quality care in an institutional setting...  ...and contract providers, and ensuring compliance with policies while managing staffing and patient care in #J-18808-Ljbffr CoreCivic
    Senior
    Contract work

    CoreCivic

    Appleton, MN
    5 days ago
  •  ...opportunities and aim to be the premier privately owned dairy manufacturer in the United States." POSITION SUMMARY The Transportation Manager is responsible for end-to-end ownership of logistics operations, including fleet, carrier, and 3PL transportation networks,... 
    Monday to Friday

    Valley Queen Cheese Factory

    Milan, MN
    7 days ago
  •  ...Position Summary  The Account Manager/Client Service Manager is the...  ...backbone of both Encore Wealth Advisors (EWA) and Encore Consultants...  ...client-facing and back-office work so the advisors can stay...  ...operations, and general office administration. No prior industry experience... 
    Work at office

    Encore Consultants

    Appleton, MN
    19 days ago
  • $22.33 per hour

    $22.33 / hour At CoreCivic , we do more than manage inmates, we care for people. CoreCivic is currently seeking Medical Records Clerks who have a passion for providing the highest quality care in an institutional setting. The successful applicant should be able... 
    Contract work

    CoreCivic

    Appleton, MN
    2 days ago
  • $26.47 - $43.62 per hour

     ...position also assists the public with general mailing needs, such as completing a change of address, mail holds, and giving out post office box keys. Job Overview Starting salary ranges from $26.47 to $43.62 per hour; $72,400 per year average pay with full benefits... 
    Hourly pay
    Full time
    Currently hiring
    Work at office

    Postal Jobs Source (a division of Labor Services)

    Milan, MN
    more than 2 months ago
  •  ...Responsibilities Responsible for the guidance, training, and management of the facility food service operation. You will hire,...  ...to complete necessary reports. Proficiency in all Microsoft Office applications and with food service management systems. We prefer... 
    Work at office

    Trinity Services Group

    Appleton, MN
    15 days ago
  • $18.91 per hour

     ...responsibility to better the public good. We are currently seeking an Administrative Clerk who has a passion for providing the highest quality...  ...complex typing, clerical functions and related general office duties that require independent judgment in the use of work methods... 
    Hourly pay
    Full time
    Work at office

    CoreCivic

    Appleton, MN
    3 days ago
  • $23.47 - $38.62 per hour

     ...Mail Handling : Sort, label, and distribute mail accurately and promptly Clerical Work : Support USPS operations with administrative tasks Service Support : Assist customers with services like mail forwarding and holds Disclaimer This is not a job offer... 
    Hourly pay
    Full time
    Flexible hours

    Postal Job resource

    Milan, MN
    5 days ago
  • NO EXPERIENCE REQUIRED – PAID TRAINING PROVIDED – JOB SECURITY The Postal Service is the largest government related agency in terms of employees. The Postal Service currently employs nearly 1 million people and is hiring nationwide. There is NO experience required, ...
    Full time

    US Postal Service

    Milan, MN
    3 days ago
  • $23.47 - $38.62 per hour

     ...Provide support for mailing inquiries and services Clerical Duties : Maintain accurate records and process mail forms System Management : Use USPS tools to streamline operations Disclaimer This is not a job offer from the United States Postal Service (USPS... 
    Hourly pay

    Postal Jobs Resource

    Milan, MN
    more than 2 months ago
  • $18.91 per hour

    CoreCivic is seeking an Administrative Clerk in Minnesota to provide clerical and administrative support for various departments in a secure...  ...two years of clerical experience; proficiency with Microsoft Office; a valid driver's license; and be able to interact professionally... 
    Hourly pay
    Work at office

    CoreCivic

    Appleton, MN
    1 day ago
  • $17.32 per hour

     ...experience is preferred. Strong organizational, observation skills and attention to detail are required. Experience with Microsoft Office applications or other similar software applications is preferred. A valid driver's license is required. Minimum age... 
    Hourly pay
    Full time
    Work experience placement
    Work at office

    CoreCivic

    Appleton, MN
    2 days ago
  • POSTAL MAIL PROCESSOR NO EXPERIENCE REQUIRED – PAID TRAINING PROVIDED – JOB SECURITY The Postal Service is the largest government related agency in terms of employees. The Postal Service currently employs nearly 1 million people and is hiring nationwide. There is...
    Full time

    US Postal Service

    Milan, MN
    5 days ago
  • $23.47 - $38.62 per hour

     ...Mail Handling : Sort, label, and distribute incoming and outgoing mail accurately and efficiently Clerical Work : Perform administrative support tasks to aid daily USPS operations Service Support : Assist with services such as mail forwarding, package holds, and... 
    Hourly pay
    Weekend work

    Postal Jobs Resource

    Milan, MN
    more than 2 months ago
  • $26.47 - $43.62 per hour

    Postal Mail Handler – Job Overview and Description The Postal Service is the largest government-related agency employing nearly 1 million people and is currently hiring nationwide, there are MANY positions available! The job openings range in starting salary from ...
    Hourly pay
    Full time
    Currently hiring
    Immediate start
    Flexible hours

    Postal Jobs Source

    Appleton, MN
    5 days ago
  • Dollar General is seeking a Sales Associate to serve as the primary contact for customers, assisting with locating and purchasing items, operating the cash register, stocking shelves, and maintaining a clean store environment. The role supports store profitability and asset...

    Dollar General

    Appleton, MN
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Branch Office Administrator - Wealth Management. Be the first to apply!