Branch Office Administrator

4 weeks ago


Flower Mound, Texas, United States Edward Jones Full time
Job Overview

As a Branch Office Administrator at Edward Jones, you will play a critical role in helping clients achieve their long-term financial goals. You will work closely with financial advisors to provide exceptional personalized service, identify opportunities to create efficiency, and drive marketing activities such as planning and executing events.

Key Responsibilities
  • Deliver exceptional personalized service to ensure 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 the clients' lives that may indicate a need for additional services
  • Drive marketing activities such as planning and executing events
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
  • A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions
  • An inclusive environment where everyone's different viewpoints are valued and help to achieve results
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


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