Financial Services Coordinator

3 weeks ago


Johnson City, Tennessee, 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
  • Provide personalized service to clients, ensuring they feel understood and informed about their financial needs.
  • Participate in the annual business planning process to develop strategies for the upcoming year.
  • Identify opportunities to create efficiency and improve client experiences.
  • Manage multiple priorities in a deadline-driven environment, working independently and collaboratively with the branch team.
  • Stay up-to-date with current and new office technology, and be willing to learn about financial services and markets.
What We Offer

As a Branch Office Administrator at Edward Jones, you will enjoy a comprehensive compensation package, including bonus potential, profit sharing, and comprehensive health benefits. You will also have access to paid time off, including vacation, sick leave, and holidays.

Our Culture

We value diversity, equity, and inclusion, and strive to create a workplace where everyone feels seen, heard, and respected. Our culture is built on a foundation of continuous improvement, professional development, and a commitment to making a positive impact in our communities.

Requirements
  • Ability to deepen and broaden client relationships.
  • Strong ability to work independently and manage multiple priorities.
  • Proficient in current and new office technology.
  • Willingness to learn about financial services and markets.
About Us

Edward Jones is a Fortune 500 company that values its associates and strives to create a workplace where everyone feels valued and supported. We are committed to making a positive impact in our communities and are proud to be a leader in the financial services industry.



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