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Branch Office Coordinator

2 months ago

Issaquah, Washington, 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
  • Client Relationship Management: Develop and maintain strong relationships with clients, understanding their financial needs and goals, and providing personalized service to ensure their satisfaction.
  • Business Planning and Strategy: Collaborate with financial advisors to develop and implement business plans, identifying opportunities to grow and improve client relationships.
  • Marketing and Events: Plan and execute marketing activities, including events and promotions, to attract new clients and deepen existing relationships.
  • Administrative Support: Provide administrative support to financial advisors, including data entry, record-keeping, and other tasks as needed.
  • Professional Development: Participate in ongoing training and professional development to stay up-to-date on industry trends and best practices.
What We Offer
  • Competitive Compensation: A comprehensive compensation package, including a competitive salary, bonus potential, and profit-sharing opportunities.
  • Benefits and Perks: A range of benefits and perks, including comprehensive health insurance, paid time off, and a rewards program that recognizes individual contributions.
  • Opportunities for Growth: A supportive and inclusive work environment that encourages professional growth and development.
Requirements
  • Strong Communication Skills: Excellent verbal and written communication skills, with the ability to build strong relationships with clients and colleagues.
  • Business Acumen: A strong understanding of business principles and practices, with the ability to analyze data and make informed decisions.
  • Technical Skills: Proficiency in current and new office technology, with the ability to learn and adapt to new systems and tools.
  • Teamwork and Collaboration: A strong ability to work collaboratively with financial advisors and other team members to achieve shared goals.