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Financial Services Coordinator

2 months ago

Farmington, Utah, 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 personalized service to our clients and helping them achieve their long-term financial goals.

Key Responsibilities
  • Deepen and broaden client relationships through active listening and a proactive approach to identifying opportunities to create efficiency
  • Work independently to manage multiple priorities in a deadline-driven environment, while maintaining a strong ability to work collaboratively with the financial advisor
  • Develop and execute marketing activities, such as planning and executing events, to drive business growth and client engagement
  • Participate in the annual business planning process to assist in developing strategies for the upcoming year
  • Provide comprehensive support to clients, including answering phone calls, responding to emails, and addressing client inquiries
What We Offer

As a Branch Office Administrator at Edward Jones, you will enjoy a competitive compensation package, including bonus potential, profit sharing, and comprehensive health benefits. You will also have access to ongoing training and development opportunities, as well as a supportive and inclusive work environment.

Requirements
  • Ability to work independently and as part of a team
  • Strong communication and interpersonal skills
  • Proficient in current and new office technology
  • Ability to manage multiple priorities in a deadline-driven environment
  • Willingness to learn and adapt to new situations
About Us

Edward Jones is a Fortune 500 company that values its associates and provides a supportive and inclusive work environment. We are committed to partnering for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.