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Part-Time Branch Office Coordinator

2 months ago

Indianapolis, Indiana, United States Edward Jones Full time
About the Role

We are seeking a highly skilled and motivated Part-Time 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 our financial advisors in achieving their goals.

Key Responsibilities
  • Client Relationship Building: Develop and maintain strong relationships with clients, understanding their financial needs and goals.
  • Administrative Support: Provide administrative support to financial advisors, including scheduling appointments, managing client records, and performing other administrative tasks.
  • Marketing and Events: Assist in planning and executing marketing events and activities to promote our services and build client relationships.
  • Communication: Communicate effectively with clients, financial advisors, and other stakeholders to ensure seamless service delivery.
  • Continuous Learning: Stay up-to-date with industry developments and best practices to continuously improve our services and processes.
What We Offer
  • Comprehensive Training: Receive comprehensive training and support to ensure your success in the role.
  • Competitive Compensation: Enjoy a competitive compensation package, including bonus potential and profit sharing.
  • Benefits: Eligible for benefits, including health insurance, paid time off, and retirement savings plan.
  • Professional Development: Opportunities for professional growth and development to advance your career.
Requirements
  • Strong Communication Skills: Excellent verbal and written communication skills to effectively interact with clients and colleagues.
  • Organizational Skills: Strong organizational skills to manage multiple priorities and deadlines.
  • Technical Skills: Proficient in current office technology and willing to learn new systems and tools.
  • Client Focus: A strong focus on delivering exceptional client service and building long-term relationships.