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Financial Services Coordinator

2 months ago

Edmond, Oklahoma, 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 our financial advisors in achieving their goals.

Key Responsibilities
  • Provide personalized service to clients, ensuring they feel understood and informed about their financial needs.
  • Participate in the annual business planning process to develop strategies for the upcoming year.
  • Identify opportunities to create efficiency and improve client relationships.
  • Manage multiple priorities in a deadline-driven environment, utilizing strong organizational skills.
  • Stay up-to-date with current and new office technology, and be willing to learn about financial services and markets.
What We Offer
  • A comprehensive 6-month training program, including an experienced peer to mentor you.
  • A wide support network that extends from your branch office to your region to the home office.
  • A culture of continuous improvement and professional development, reflecting a respect for individuals and their unique contributions.
  • An inclusive environment where everyone's different viewpoints are valued and help to achieve results.
  • A rewards program that promotes a long-term career, financial security, and well-being for you and your family.
Requirements
  • Ability to deepen and broaden client relationships.
  • Strong ability to work independently and manage multiple priorities.
  • Proficient in current and new office technology.
  • Willingness to learn about financial services and markets.