Branch Office Coordinator
2 weeks ago
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- Provide exceptional client service, responding to client inquiries and resolving issues in a timely and professional manner.
- Assist the financial advisor in developing and implementing business plans, including identifying opportunities to deepen and broaden client relationships.
- Manage multiple priorities in a deadline-driven environment, ensuring seamless execution of tasks and projects.
- Stay up-to-date on current and new office technology, utilizing proficiency to enhance client experiences and improve operational efficiency.
- Collaborate with the financial advisor to identify opportunities to create efficiency and drive business growth.
As a Branch Office Administrator at Edward Jones, you will enjoy a comprehensive compensation package, including bonus potential, profit sharing, and competitive health benefits. You will also have access to paid time off, including vacation, sick, holidays, and personal days.
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.
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 are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
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Financial Services Coordinator
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Johnson City, Tennessee, United States Edward Jones Full timeAbout the RoleWe 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 our financial advisors in achieving their goals.Key ResponsibilitiesProvide personalized service to clients,...
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