Branch Office Administrator

5 days ago


Madison, Wisconsin, United States Edward Jones Full time
About the Role

We are seeking a highly skilled and motivated Branch Office Administrator to join our team at Edward Jones. As a key member of our branch team, you will play a critical role in delivering exceptional personalized service to our clients and helping them achieve their long-term financial goals.

Key Responsibilities
  • Deepen and broaden client relationships through active listening and a deep understanding of their needs and goals.
  • Identify opportunities to create efficiency and improve processes to enhance the client experience.
  • Work independently to manage multiple priorities in a deadline-driven environment.
  • Stay up-to-date with current and new office technology to ensure seamless execution of tasks.
  • Develop a strong understanding of financial services and markets to provide informed guidance to clients.
What We Offer
  • A comprehensive 6-month training program to ensure your success in the role.
  • A wide support network that extends from your branch office to your region to the home office.
  • A competitive compensation package that includes bonus potential, profit sharing, and comprehensive health benefits.
  • A culture of continuous improvement and professional development that values individual contributions and promotes a sense of belonging.
Requirements
  • Ability to work independently and manage multiple priorities in a deadline-driven environment.
  • Strong communication and interpersonal skills to build and maintain strong relationships with clients and colleagues.
  • Proficient in current and new office technology to ensure seamless execution of tasks.
  • Ability to learn and adapt quickly to new processes and technologies.


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