Financial Services Coordinator

1 day ago


Denver, Colorado, United States Edward D. Jones Full time

Company Overview

We are proud to serve over seven million clients and offer a wide range of financial services. Our team is dedicated to helping clients achieve their long-term financial goals.

Salary: $45,000 - $60,000 per year (estimated)

Job Description:

The Branch Office Administrator plays a vital role in supporting Financial Advisors and delivering exceptional personalized service to clients. Key responsibilities include developing strategies for the upcoming year, identifying opportunities to create efficiency, and actively listening for situations that may indicate a need for additional services.

Required Skills and Qualifications:

  • Able to deepen and broaden client relationships
  • Ability to identify opportunities to create efficiency
  • Strong ability to work independently
  • Proficient in current and new office technology

Benefits:

We offer comprehensive 6-month training, a wide support network, and a team of thousands backing you every step of the way. You will also have access to ongoing education and professional development opportunities.

Others:

Edward D. Jones is an Equal Opportunity Employer and values diversity and inclusion in the workplace.



  • Denver, Colorado, United States E.A. Buck Financial Services Full time

    Overview:E.A. Buck Financial Services is a rapidly growing financial services company with a strong presence in Denver and Honolulu. We are seeking an experienced professional to join our team as an Operations Specialist.About the Role:This full-time position will be based out of our Denver office and involves working closely with advisor offices and the...


  • Denver, Colorado, United States E.A. Buck Financial Services Full time

    Are you a detail-oriented and customer-focused professional looking to contribute to the growth of E.A. Buck Financial Services in Denver, CO?We are seeking a highly organized Service Advisor to assist with various tasks, ensure office efficiency, and provide exceptional client experiences.The ideal candidate will possess superior communication skills, a...


  • Denver, Colorado, United States Creative Financial Staffing Full time

    Overview:Creative Financial Staffing is partnering with a dynamic and fast-growing professional services firm to find a skilled Controller who can lead the day-to-day operations of their accounting department. This role requires strong leadership, attention to detail, and a proactive approach to managing financial processes.Salary Range: $150-175K per...


  • Denver, Colorado, United States BMO Financial Group Full time

    About BMO Financial GroupBMO Financial Group is a leading financial institution dedicated to helping our customers achieve their financial goals. Our team is committed to providing exceptional service and creating lasting, positive change in the lives of our customers and communities.Job SummaryWe are seeking a talented Financial Services Professional to...


  • Denver, Colorado, United States PNC Financial Services Group Full time

    PNC Financial Services Group is a leading provider of financial services in the United States. As a Relationship Manager III - C&IB, you will be based in Denver, CO.Our company provides financial services to companies with sales from $5 million to $50 million. You will be a trusted advisor within a fast-paced, ever-changing environment. Your ability to...


  • Denver, Colorado, United States Creative Financial Staffing Full time

    Company Overview:Creative Financial Staffing is seeking a highly skilled Senior Financial Analyst to play a pivotal role in shaping financial strategy and facilitating informed decision-making throughout the organization.Estimated Salary: $115,000 - $145,000Job Description:Financial Planning: Lead and coordinate the company's financial planning processes,...


  • Denver, Colorado, United States Vivax Pros Full time

    Job SummaryWe are seeking a detail-oriented and organized Financial Transaction Coordinator to join our team at Vivax Pros.About UsVivax Pros is a dynamic and growing company that values its employees. We offer a dog-friendly work environment, comprehensive training, and opportunities for advancement and leadership. Our mission is to provide exceptional...


  • Denver, Colorado, United States Creative Financial Staffing Full time

    At Creative Financial Staffing, we are seeking an experienced Senior Financial Analyst to play a pivotal role in shaping our financial strategy and facilitating informed decision-making. As a key member of our team, you will report directly to the Chief Financial Officer (CFO) and be deeply involved in ongoing processes of financial planning, budgeting,...


  • Denver, Colorado, United States Creative Financial Staffing Full time

    Job Description:A highly skilled Financial Controller Billing Specialist is needed to oversee the activities of the Billing and AR department for a prominent construction company. The successful candidate will have excellent organizational and time management skills, with strong written and verbal communication abilities.Key Responsibilities:The Financial...


  • Denver, Colorado, United States Edward D. Jones Full time

    The Edward D. Jones Branch Office Administrator role offers a unique opportunity for a highly organized and detail-oriented individual to support our Financial Advisors in achieving their goals.About the PositionWe estimate the annual salary for this position to be around $60,000-$70,000, depending on location and experience. As a Branch Office...


  • Denver, Colorado, United States The Beck Group Full time

    About Us: At The Beck Group, we strive to deliver design and construction excellence through innovative approaches and collaboration.We are a leading integrated building firm with a strong presence in the country, headquartered in downtown Dallas with offices across various locations. Our team is passionate about working together to achieve exceptional...


  • Denver, Colorado, United States CCS Facility Services Full time

    Job OverviewCCS Facility Services is a leading provider of janitorial and facility engineering services to commercial businesses across the United States.We are seeking an ambitious and energetic Financial Operations Coordinator to join our finance team at our Denver, CO headquarters.The ideal candidate will have 1-3 years of experience with collections,...


  • Denver, Colorado, United States Creative Financial Staffing Full time

    Creative Financial Staffing is a leading provider of financial solutions to the hospitality and property management industries. We are seeking a highly skilled and detail-oriented Senior Accounts Payable Coordinator to join our team in Denver, CO.About the RoleAs a Senior Accounts Payable Coordinator, you will play a critical role in streamlining our...


  • Denver, Colorado, United States Creative Financial Staffing Full time

    Company Overview: Creative Financial Staffing is a dynamic environmental engineering consulting firm seeking an experienced Compensation and Benefits Coordinator to oversee full-cycle payroll processing for our diverse workforce, comprising up to 800 employees.


  • Denver, Colorado, United States J2T Full time

    A career-defining opportunity has arisen for a highly motivated and detail-oriented Financial Operations Coordinator to join our esteemed organization.We are seeking an exceptional individual with a strong foundation in accounting principles and excellent analytical skills. In this role, you will play a pivotal part in ensuring the seamless execution of...


  • Denver, Colorado, United States Kestra Financial Independent Advisor Full time

    Job DescriptionWe are seeking an experienced Financial Planning Professional to join our team at Kestra Financial Independent Advisor. Our goal is to provide comprehensive financial services to our clients and help them achieve their objectives.Key Responsibilities:Participate in client meetings, prepare agendas, and follow up on action items to ensure...


  • Denver, Colorado, United States Wedbush Securities Full time

    Job OverviewWe are seeking a highly skilled Registered Client Service Associate to join our team at Wedbush Securities. As a key member of our support staff, you will play a vital role in providing exceptional service to our clients and financial advisors.ResponsibilitiesSupport clients and financial advisors with sales and administrative tasksMaintain...


  • Denver, Colorado, United States Tendit Group Full time

    The Tendit Group offers a dynamic opportunity for a Financial Transaction Coordinator to join our team.Job OverviewThis role is responsible for billing clients, verifying transactions, monitoring incoming payments, identifying accounting discrepancies, and contacting clients to collect payments.Key Responsibilities:Manage customer invoicing and payment...


  • Denver, Colorado, United States IMA Financial Group Full time

    **Job Overview**We're seeking a dedicated Insurance Certificate Coordinator to join our team at IMA Financial Group, Inc. This role involves supporting clients and service teams in certificate operations, ensuring accurate and timely processing of certificates, policies, and endorsements.About the Job:*Support and demonstrate IMA's core valuesUnderstand the...


  • Denver, Colorado, United States Ace Hardware Home Services Full time

    Ace Hardware Home Services is seeking a skilled Customer Service Coordinator to join our team!About the Role:We are looking for a highly motivated and organized individual to support our operations team in providing exceptional customer service.Key Responsibilities:Phone Answering: Respond to customer inquiries, answer phone calls, and provide information...