Branch Office Coordinator
4 weeks ago
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 client service and supporting the financial advisor in achieving their goals.
Key Responsibilities- Deepen and broaden client relationships through proactive communication and relationship-building activities
- Identify opportunities to create efficiency and improve processes within the branch
- Work independently and manage multiple priorities in a deadline-driven environment
- Stay up-to-date with current and new office technology and financial services/market trends
- Participate in the annual business planning process to assist in developing strategies for the upcoming year
- Actively listen for situations in clients' lives that may indicate a need for additional services
- Drive marketing activities such as planning and executing events
As a Branch Office Administrator at Edward Jones, you will enjoy a competitive compensation package, including medical and prescription drug, dental, vision, and voluntary benefits. You will also have access to a 401(k) retirement plan, tax-advantaged accounts, and a comprehensive Employee Assistance Program.
Requirements- Ability to work independently and manage multiple priorities in a deadline-driven environment
- Strong communication and relationship-building skills
- Proficient in current and new office technology
- Willingness to learn how financial services/market trends work
Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we are proud to be privately-owned, placing the focus on our clients rather than shareholder returns. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
We are committed to creating a workplace where everyone feels like they belong. We recognize individual efforts through a rewards program that promotes a long-term career, financial security, and the well-being of you and your family.
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