Branch Office Coordinator

1 day ago


Port Byron, Illinois, United States Edward Jones Full time
About the Role

We are seeking a highly motivated and organized 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
  • Develop and maintain strong relationships with clients to understand their financial needs and goals.
  • Assist the financial advisor in developing and implementing business plans to achieve client objectives.
  • Provide administrative support to the branch team, including managing schedules, coordinating events, and maintaining accurate records.
  • Stay up-to-date on industry trends and developments to provide informed advice to clients.
  • Collaborate with other branch teams to share best practices and improve overall performance.
What We Offer

As a Branch Office Administrator at Edward Jones, you will have the opportunity to work in a dynamic and supportive environment that values your contributions and provides opportunities for growth and development. Our comprehensive training program will equip you with the skills and knowledge needed to succeed in this role, and our competitive compensation package includes bonus potential, profit sharing, and comprehensive health benefits.

Requirements
  • Ability to build strong relationships with clients and colleagues.
  • Excellent communication and organizational skills.
  • Proficient in current and new office technology.
  • Ability to work independently and as part of a team.
  • Willingness to learn and adapt to changing circumstances.


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