Branch Office Coordinator
2 hours ago
At Edward Jones, we value individuals who can deepen and broaden client relationships, identify opportunities to create efficiency, and work independently in a deadline-driven environment. As a Branch Office Administrator, you will be a critical member of the branch team, working closely with the financial advisor to help clients achieve their long-term financial goals.
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 compensation package that includes bonus potential, profit sharing, a 401k (U.S.) or Group RRSP (Canada), and comprehensive and competitive health benefits
Paid time off including vacation, sick, holidays, and personal days
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
About Us:
Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.
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