Financial Services Coordinator
1 week ago
We are seeking a highly skilled Branch Office Administrator to join our team. As a BOA, you will be responsible for building strong relationships with clients, identifying opportunities to create efficiency, and working independently in a deadline-driven environment.
Company OverviewAt Edward Jones, we prioritize our clients' needs and strive to deliver exceptional personalized service. Our company culture is built on respect, inclusivity, and continuous improvement. We offer a comprehensive training program, a wide support network, and competitive compensation packages.
Salary and BenefitsThe estimated salary for this role is between $23.25 and $27.17 per hour, based on your location and experience. As a full-time associate, you will receive a range of benefits, including medical and prescription drug coverage, dental and vision insurance, and a 401(k) retirement plan.
Job Responsibilities- Deliver exceptional personalized service to clients, ensuring they feel understood and informed.
- Take an active role in the annual business planning process, assisting in developing strategies for the upcoming year.
- Actively listen for situations in clients' lives that may indicate a need for additional services.
- Drive marketing activities, such as planning and executing events.
To succeed in this role, you will need:
- Able to deepen and broaden client relationships.
- Able 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.
Edward Jones is a Fortune 500 company where people come first. We are proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Our purpose is to improve the lives of our clients, colleagues, and communities through our partnership for positive impact.
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