Financial Services Coordinator

4 days ago


Denton, Texas, 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 our financial advisors in achieving their goals.

Key Responsibilities
  • Provide personalized service to clients, ensuring they feel understood and informed about their financial needs.
  • Participate in the annual business planning process to develop strategies for the upcoming year.
  • Identify opportunities to create efficiency and improve client experiences.
  • Manage multiple priorities in a deadline-driven environment, working independently and as part of a team.
  • Stay up-to-date with current and new office technology, and be willing to learn about financial services and markets.
What We Offer

As a Branch Office Administrator at Edward Jones, you can expect a competitive compensation package, including bonus potential, profit sharing, and comprehensive health benefits. You will also have access to paid time off, including vacation, sick leave, and holidays.

Our Culture

We value diversity, equity, and inclusion, and strive to create a workplace where everyone feels seen, heard, and respected. Our associates are empowered to make a positive impact in their communities and society as a whole.

Requirements
  • Ability to deepen and broaden client relationships.
  • Strong ability to work independently and as part of a team.
  • Ability to manage multiple priorities in a deadline-driven environment.
  • Proficient in current and new office technology.
  • Willingness to learn about financial services and markets.


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