Branch Office Coordinator

3 weeks ago


Terre Haute, Indiana, 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 the financial advisor in achieving their goals.

Key Responsibilities
  • Develop and maintain strong relationships with clients to understand their financial needs and goals.
  • Assist the financial advisor in developing and implementing business plans to achieve client objectives.
  • Provide administrative support to the branch team, including managing schedules, coordinating meetings, and maintaining accurate records.
  • Stay up-to-date on industry trends and developments to provide informed advice and guidance to clients.
  • Collaborate with other branch teams to share best practices and improve overall client experience.
What We Offer

As a Branch Office Administrator at Edward Jones, you will have the opportunity to work in a dynamic and supportive environment that values your contributions and provides opportunities for growth and development. We offer a competitive compensation package, comprehensive benefits, and a rewards program that recognizes individual efforts.

Our team is committed to creating a culture of continuous improvement and professional development, where everyone's unique perspectives and experiences are valued and respected. We believe in a human-centered approach that prioritizes the well-being of our clients, colleagues, and communities.

Requirements
  • Ability to build strong relationships with clients and colleagues.
  • Strong communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Proficient in current and new office technology.
  • Willingness to learn and adapt to changing industry trends and developments.


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