Branch Office Coordinator
2 weeks ago
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- Provide exceptional client service and support to our clients, including answering phone calls, responding to emails, and resolving client inquiries.
- Assist the financial advisor in developing and implementing client relationship strategies, including identifying opportunities to deepen and broaden client relationships.
- Manage multiple priorities in a deadline-driven environment, including coordinating client meetings, scheduling appointments, and maintaining accurate records.
- Stay up-to-date on current and new office technology, including proficiency in software applications and systems.
- Participate in the annual business planning process to assist in developing strategies for the upcoming year.
- Actively listen for situations in clients' lives that may indicate a need for additional services and drive marketing activities such as planning and executing events.
As a Branch Office Administrator at Edward Jones, you will enjoy a competitive compensation package, including medical and prescription drug, dental, vision, voluntary benefits, short- and long-term disability, basic life, and basic AD&D coverage. You will also have access to a 401k retirement plan, tax-advantaged accounts, and a comprehensive benefits package.
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.
Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
We believe in a human-centered approach as we partner for positive impact to improve the lives of our clients, colleagues, and communities. We value different viewpoints to help achieve results and recognize individual efforts through a rewards program that promotes a long-term career, financial security, and well-being.
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