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Financial Services Coordinator

2 months ago

Willowbrook Acres, Illinois, 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 our financial advisors in achieving their goals.

Key Responsibilities
  • Develop and maintain strong relationships with clients, understanding their needs and preferences to provide personalized service.
  • Assist financial advisors in developing and implementing business plans, identifying opportunities to create efficiency and drive growth.
  • Manage multiple priorities in a fast-paced environment, ensuring timely completion of tasks and projects.
  • Stay up-to-date with current and new office technology, leveraging your skills to improve processes and workflows.
  • Participate in ongoing training and professional development, enhancing your knowledge of financial services and markets.
What We Offer

As a Branch Office Administrator at Edward Jones, you will enjoy a comprehensive compensation package, including a competitive salary, bonus potential, and profit sharing. You will also have access to a wide range of benefits, including comprehensive health insurance, paid time off, and a 401(k) or Group RRSP plan.

Requirements
  • Ability to build and maintain strong relationships with clients and colleagues.
  • Strong communication and interpersonal skills, with the ability to work effectively in a team environment.
  • Proficient in current and new office technology, with a willingness to learn and adapt.
  • Ability to manage multiple priorities and deadlines, with a focus on delivering high-quality results.
  • Strong problem-solving and analytical skills, with the ability to think critically and creatively.