Financial Services Coordinator

3 days ago


Bloomington, Illinois, United States Edward Jones Full time
Job Overview

We are seeking a highly motivated and detail-oriented Financial Services Coordinator to join our team. As a key member of our branch support team, you will play a critical role in delivering exceptional client service and helping clients achieve their long-term financial goals.

This is an exciting opportunity to work with a leading financial services firm and contribute to the success of our clients and colleagues. If you are a team player with excellent communication skills and a passion for providing outstanding customer service, we encourage you to apply.

About the Role
  • Provide administrative support to financial advisors and other branch team members
  • Assist with client onboarding and account management
  • Help develop and implement marketing strategies to attract new clients
  • Contribute to the development of business plans and strategic initiatives
Requirements
  • Bachelor's degree in business administration or related field
  • 1-2 years of experience in a financial services or customer-facing role
  • Excellent communication and organizational skills
  • Ability to work independently and as part of a team

Estimated salary: $52,000 - $62,000 per year, depending on location and experience.

Benefits
  • Competitive salary and bonus structure
  • Comprehensive benefits package, including medical, dental, and vision insurance
  • 401(k) retirement plan with company match
  • Generous paid time off and holidays

We offer a dynamic and supportive work environment, with opportunities for professional growth and development. If you are a motivated and results-driven individual looking for a challenging and rewarding career opportunity, we encourage you to apply.



  • Bloomington, Illinois, United States Country Financial Full time

    **About the Role**We are seeking a Financial Services Specialist to join our team at Illinois Farm Bureau. As a Financial Services Specialist, you will be responsible for establishing and setting up products and services for all types of Credit Union accounts.This is an exciting opportunity to work in a dynamic environment where you will drive and promote...


  • Bloomington, Illinois, United States COUNTRY Financial Full time

    Job DescriptionWe are seeking a highly skilled Financial Services Representative to join our team at COUNTRY Financial. As a key member of our team, you will play a crucial role in providing exceptional service to our clients and driving business growth.About the RoleThe ideal candidate will have strong knowledge in billing and possess excellent analytical...


  • Bloomington, Illinois, United States Thrivent Financial Full time

    Company OverviewThrivent Financial is a holistic financial services organization dedicated to serving the unique needs of its customers. With over 100 years of experience, Thrivent has been helping people build their financial futures and live more generous lives.About the RoleWe are seeking an Administrative Coordinator to provide critical support to our...


  • Bloomington, Illinois, United States Country Financial Full time

    About the RoleWe are seeking a seasoned Financial Reporting Manager to lead our accounting team. This key position is responsible for overseeing financial reporting, ensuring compliance with statutory accounting principles and generally accepted accounting practices, and guiding team members in their roles.Key ResponsibilitiesCoordinate preparation of...

  • Compliance Officer

    4 days ago


    Bloomington, Illinois, United States Country Financial Full time

    Key ResponsibilitiesAs a Compliance Officer - Financial Reporting, you will be responsible for ensuring our company's financial reporting meets all regulatory requirements. This includes coordinating the preparation of financial statements and related schedules/exhibits for internal management and regulatory agencies.You will also oversee compliance with...


  • Bloomington, Illinois, United States COUNTRY Financial Full time

    Career Summary: This position is ideal for those who enjoy working in member-facing roles and have a passion for delivering exceptional customer service. In this role, you will work closely with members to understand their financial goals and provide personalized recommendations to meet their needs.


  • Bloomington, Illinois, United States First State Bank and Trust Full time

    Job OpportunityWe are seeking a Financial Services Representative to join our team at First State Bank and Trust. In this role, you will be responsible for managing the day-to-day operations of our retail branch, providing exceptional customer service, and promoting financial products to meet customer needs.As a key member of our team, you will conduct...


  • Bloomington, Illinois, United States First State Bank and Trust Full time

    We are seeking a highly motivated and customer-focused Financial Services Representative to join our team at First State Bank and Trust.About the RoleThis role is perfect for individuals who excel in customer service and are eager to take on the responsibilities of both a teller and a personal banker. As a Financial Services Representative, you will be...


  • Bloomington, Illinois, United States Que Technology Group Full time

    Job Title: Financial Services AdministratorAbout the RoleWe are seeking a highly skilled Financial Services Administrator to join our team at Que Technology Group. This is an exciting opportunity for someone who enjoys working with budgets, finances, and procurement.About YouTo be successful in this role, you will need to have extensive experience with...


  • Bloomington, Illinois, United States Capital One Full time

    Transform the Financial CoreCapital One seeks a seasoned Sr. Distinguished Engineer to spearhead the modernization of its financial core in the public cloud. This role presents an exceptional opportunity to architect a platform that unleashes innovation through real-time data operations and analytics.About Capital OneAs one of the largest companies to fully...


  • Bloomington, Illinois, United States Strategic Capacity Group Inc Full time

    Job OverviewStrategic Capacity Group Inc is seeking a highly skilled Finance and Operations Coordinator to provide administrative, operational, and financial support. This role involves working with the Finance team and project staff at headquarters and in the field to manage operations efficiently.


  • Bloomington, Illinois, United States Citizens Equity First Credit Union Full time

    Job SummaryWe are seeking a highly skilled Financial Services Professional to join our team as a Member Support Expert at Citizens Equity First Credit Union.This role is responsible for providing exceptional support to our members, ensuring their financial needs are met and exceeded.The successful candidate will have a strong background in technology and...


  • Bloomington, Illinois, United States Canteen Full time

    At Canteen, we're committed to providing exceptional break time experiences for everyone. As our Chief Financial Operations Officer, you'll play a key role in driving our growth and excellence.Job OverviewWe're looking for an experienced financial professional with excellent analytical and leadership skills to join our team. If you're passionate about...


  • Bloomington, Illinois, United States @Orchard Full time

    Job OverviewWe are seeking a highly skilled Financial Accounting Specialist to join our team at @Orchard, a leading staffing solutions provider. This is an exciting opportunity for a motivated individual to work with a growing Federal contractor, supporting the Department of Defense.The successful candidate will have a strong background in accounting, audit...


  • Bloomington, Illinois, United States General Dynamics Information Technology Full time

    We are seeking an experienced Administrative Services Coordinator to join our team at General Dynamics Information Technology. This role will provide administrative support to multiple teams and ensure seamless day-to-day operations.Job DescriptionProvide administrative support to multiple teams, including calendar management, travel arrangements, and...


  • Bloomington, Illinois, United States Blackstone Consulting Full time

    About the Role:At Blackstone Consulting, we are committed to maintaining a safe and healthy work environment. As a Custodial Services Coordinator, you will play a crucial role in ensuring the cleanliness and organization of our facility. Your primary responsibility will be to ensure the proper cleaning and maintenance of the premises in accordance with...


  • Bloomington, Illinois, United States COUNTRY Financial Full time

    COUNTRY's Engineering Center of Excellence (ECoE) team is seeking a seasoned Program Manager to lead the ECoE Agile train and the Upspeed program. The Upspeed program aims to boost speed of delivery while maintaining or enhancing Security and Quality of products. The ECoE Program Manager will oversee the Upspeed program work, coordinate executive level...


  • Bloomington, Illinois, United States Lafayette Federal Credit Union Full time

    About Us:Lafayette Federal Credit Union is a forward-thinking financial institution serving the Washington Metropolitan area. With a strong presence in the region, we offer a dynamic work environment and opportunities for growth and development.Job Overview:We are seeking an experienced Branch Manager to lead our team at our McLean, VA location. As a key...


  • Bloomington, Illinois, United States Country Financial Full time

    Job OverviewThis is a leadership role that typically requires 8+ years of relevant experience or a combination of related experience, education, and training, including management experience. The ideal candidate will have a proven track record of success in financial reporting and leadership, as well as excellent communication and analytical...


  • Bloomington, Illinois, United States COUNTRY Financial Full time

    Job OverviewCOUNTRY Financial is a top-tier financial services company looking for a skilled Senior Quality Assurance Engineer to lead its Test Automation efforts. This exciting opportunity allows the successful candidate to drive the strategic direction of QA practices across Country Technology.With a strong focus on delivering quality at speed, our team...