Branch Office Coordinator

4 days ago


Hartford, 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 client service and supporting our financial advisors in achieving their goals.

Key Responsibilities
  • Provide exceptional client service and support to our clients, ensuring they feel understood and informed.
  • Assist in the development of strategies for the upcoming year through active participation in the annual business planning process.
  • Identify opportunities to create efficiency and improve processes within the branch.
  • Manage multiple priorities in a deadline-driven environment, ensuring timely completion of tasks and projects.
  • Stay up-to-date with current and new office technology, utilizing it to enhance client service and support.
  • Develop a deep understanding of financial services and markets, enabling you to effectively communicate with clients and provide valuable insights.
What We Offer

As a Branch Office Administrator at Edward Jones, you can expect a comprehensive compensation package, including bonus potential, profit sharing, and comprehensive health benefits. You will also have access to paid time off, including vacation, sick, holidays, and personal days.

Requirements
  • Ability to deepen and broaden client relationships.
  • Strong ability to work independently and manage multiple priorities.
  • Proficient in current and new office technology.
  • Willingness to learn and develop a deep understanding of financial services and markets.
About Us

Edward Jones is a Fortune 500 company where people come first. We are proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Our purpose is to partner for positive impact, improving the lives of our clients, colleagues, and communities.



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