Financial Services Coordinator

2 weeks ago


Huntsville, Alabama, United States Edward Jones Full time
About the Role

We are seeking a highly skilled and motivated individual to join our team as a Branch Office Administrator. 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
  • Develop and maintain strong relationships with clients, understanding their needs and preferences to provide personalized service.
  • Assist financial advisors in developing and implementing business plans, identifying opportunities to create efficiency and drive growth.
  • Manage multiple priorities in a fast-paced environment, ensuring timely completion of tasks and projects.
  • Stay up-to-date with current and new office technology, leveraging skills to improve processes and enhance client experience.
  • Participate in ongoing training and professional development, staying informed about financial services and markets to provide expert guidance to clients.
What We Offer

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

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


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