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    2 weeks ago

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Branch Office Coordinator

2 months ago

Marshall, Minnesota, United States Edward Jones Full time

About the Role

As a Branch Office Administrator at Edward Jones, you will play a critical role in helping our clients achieve their long-term financial goals. You will be the first point of contact for clients, providing exceptional personalized service and ensuring they feel understood and informed.

Key Responsibilities

  • Deliver exceptional personalized service to clients
  • Take an active role in the annual business planning process
  • Identify opportunities to create efficiency and improve processes
  • Manage multiple priorities in a deadline-driven environment
  • Stay up-to-date with current and new office technology
  • Develop strong relationships with clients and colleagues

What We Offer

  • A comprehensive 6-month training program, including an experienced peer to help mentor you
  • A wide support network that extends from your branch office to your region to the home office
  • Opportunities for professional development and growth
  • A competitive compensation package, including bonus potential, profit sharing, and comprehensive health benefits
  • Paid time off, including vacation, sick, holidays, and personal days

Requirements

  • Ability to deepen and broaden client relationships
  • Ability to identify opportunities to create efficiency
  • Strong ability to work independently
  • Ability to manage multiple priorities in a deadline-driven environment
  • Proficient in current and new office technology
  • Willingness to learn how financial services/markets work

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 to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.