Part Time Branch Office Coordinator

4 weeks ago


Beloit, Wisconsin, United States Edward Jones Full time
Unlock Your Potential as a Branch Office Administrator

Are you a relationship builder, a problem solver, or a critical thinker? If so, we need you on our team at Edward Jones. As a Branch Office Administrator, you will be a critical member of our branch team, working closely with our financial advisors to help clients achieve their financial goals. You will be the first point of contact for clients, providing exceptional personalized service and building strong relationships.

Key Responsibilities

• Deliver exceptional client service, ensuring clients feel understood and informed
• Take an active role in the annual business planning process to assist in developing strategies for the upcoming year
• Actively listen for situations in clients' lives that may indicate a need for additional services
• Drive marketing activities, such as planning and executing events

What We Offer

• Comprehensive 6-month training program, including an experienced peer to mentor you
• A wide support network, extending from your branch office to your region to the home office
• Opportunities for professional development and growth

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 and markets work

About Us

Edward Jones is a Fortune 500 company where people come first. We're proud to serve over 8 million clients and have 19,000 financial advisors across the U.S. and Canada. We're committed to creating a positive impact in the lives of our clients, colleagues, and communities. Join us and be part of a team that values diversity, inclusion, and continuous improvement.

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