Branch Office Coordinator

5 days ago


Cheyenne, Wyoming, 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 the financial advisor in achieving their goals.

Key Responsibilities
  • Client Relationship Building: Develop and maintain strong relationships with clients, understanding their financial needs and goals.
  • Administrative Support: Provide administrative support to the financial advisor, including scheduling appointments, managing client communications, and maintaining accurate records.
  • Marketing and Business Development: Assist in developing and implementing marketing strategies to attract new clients and grow existing relationships.
  • Team Collaboration: Work closely with the financial advisor and other branch team members to achieve business objectives and provide exceptional client service.
Requirements
  • Strong Communication Skills: Excellent verbal and written communication skills, with the ability to build strong relationships with clients and colleagues.
  • Organizational Skills: Proven ability to prioritize tasks, manage multiple projects, and meet deadlines in a fast-paced environment.
  • Technical Skills: Proficient in current office technology, including software applications and hardware.
  • Business Acumen: Basic understanding of financial services and markets, with a willingness to learn and develop skills.
What We Offer
  • Competitive Compensation: A comprehensive compensation package, including bonus potential, profit sharing, and comprehensive health benefits.
  • Professional Development: Opportunities for training and development, including comprehensive 6-month training program and ongoing support from experienced peers.
  • Collaborative Environment: A dynamic and inclusive work environment, where everyone's contributions are valued and respected.


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