Financial Services Coordinator
3 weeks ago
About the Role
The Branch Office Administrator (BOA) plays a vital role in helping clients achieve their long-term financial goals. As a valued member of the client team, the BOA works closely with Financial Advisors to provide exceptional personalized service and support.
Key Responsibilities
- Deliver exceptional personalized service to ensure clients 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 the clients' lives that may indicate a need for additional services
- Drive marketing activities such as planning and executing events
What We Offer
At Edward Jones, we value our associates' contributions and offer a comprehensive benefits package, including a compensation package with bonus potential, profit sharing, and comprehensive health benefits. We also provide paid time off, including vacation, sick, holidays, and personal days.
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
About Edward Jones
We are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones. Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones.
Equal Employment Opportunity
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information, or any other basis prohibited by applicable law.
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