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Branch Office Administrator

2 months ago

Portland, Oregon, 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 personalized service to our clients and helping them achieve their long-term financial goals.

Key Responsibilities
  • Client Relationship Management: Develop and deepen relationships with clients, understanding their needs and providing tailored solutions to meet their financial goals.
  • Business Planning: Collaborate with financial advisors to develop and implement business plans, identifying opportunities to create efficiency and drive growth.
  • Marketing and Events: Plan and execute marketing activities, including events and promotions, to attract new clients and retain existing ones.
  • Team Collaboration: Work closely with financial advisors and other branch team members to achieve shared goals and objectives.
What We Offer
  • Comprehensive Training: Receive comprehensive 6-month training, including an experienced peer mentor, to ensure your success in the role.
  • Support Network: Access a wide support network, extending from your branch office to your region to the home office, to help you navigate challenges and achieve your goals.
  • Competitive Compensation: Enjoy a competitive compensation package, including bonus potential, profit sharing, and comprehensive health benefits.
Requirements
  • Strong Communication Skills: Possess excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Problem-Solving Skills: Demonstrate strong problem-solving skills, with the ability to identify opportunities and create solutions to drive business growth.
  • Technical Skills: Be proficient in current and new office technology, with the ability to learn and adapt quickly.
About Us

At Edward Jones, we are committed to building a culture of continuous improvement and professional development, where everyone's unique contributions are valued and respected. We are an inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. Join us and be part of a team that is dedicated to making a positive impact in the lives of our clients and colleagues.