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Branch Office Coordinator

2 months ago

Englewood, Florida, United States Edward Jones Full time
About the Role

We are seeking a highly skilled and motivated individual to join our team as a Branch Office Administrator. 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
  • Client Relationship Management: Develop and maintain strong relationships with clients, understanding their financial needs and goals, and providing personalized service to ensure their satisfaction.
  • Business Planning and Strategy: Assist in the development of business plans and strategies to drive growth and revenue, working closely with the financial advisor to identify opportunities and implement solutions.
  • Marketing and Events: Plan and execute marketing activities, including events and promotions, to attract new clients and deepen relationships with existing ones.
  • Administrative Support: Provide administrative support to the financial advisor, including data entry, record-keeping, and other tasks as needed.
Requirements
  • Strong Communication Skills: Excellent verbal and written communication skills, with the ability to build rapport with clients and colleagues.
  • Business Acumen: Strong understanding of business principles and practices, with the ability to analyze data and make informed decisions.
  • Technical Skills: Proficient in current and new office technology, with the ability to learn and adapt to new systems and tools.
  • Team Player: Ability to work collaboratively as part of a team, with a strong focus on delivering exceptional client service.
What We Offer
  • Competitive Compensation: A compensation package that includes bonus potential, profit sharing, and comprehensive health benefits.
  • Professional Development: Opportunities for professional growth and development, including training and mentorship programs.
  • Inclusive Culture: A culture that values diversity, equity, and inclusion, with a focus on creating a welcoming and supportive work environment.