Financial Services Coordinator

5 days ago

Rexburg, Idaho, United States Edward Jones Full time

About the Role

As a Branch Office Administrator at Edward Jones, you will be part of a dynamic team that partners with financial advisors to deliver exceptional personalized service to clients. Your primary responsibility will be to deepen and broaden client relationships, identify opportunities to create efficiency, and manage multiple priorities in a deadline-driven environment.

Key Responsibilities

  • Deliver exceptional personalized service to clients, ensuring they 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 clients' lives that may indicate a need for additional services.
  • Drive marketing activities such as planning and executing events.

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 are proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Benefits

  • Competitive compensation, including a salary range of $20.00 - $22.26, with opportunities for merit-based salary increases.
  • A comprehensive benefits package, including medical and prescription drug, dental, vision, voluntary benefits, short- and long-term disability, basic life, and basic AD&D coverage.
  • A 401(k) retirement plan and tax-advantaged accounts, including health savings account and flexible spending account.
  • Ten paid holidays, 15 days of vacation, sick time, personal days, and a paid day for volunteerism.
  • The opportunity to participate in bonuses and profit sharing.

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.

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