Senior Branch Office Administrator

5 days ago


Lake Oswego, Oregon, United States Edward Jones Full time
About the Role

We are seeking a highly skilled and experienced professional to join our team as a Senior Branch Office Administrator. As a critical member of our branch team, you will be responsible for delivering exceptional personalized service to our clients, building strong relationships, and driving business growth.

Key Responsibilities
  • Client Service: Provide exceptional service to our clients, ensuring they feel understood and informed about their financial needs.
  • Business Planning: Take an active role in the annual business planning process to assist in developing strategies for the upcoming year.
  • Marketing and Events: Drive marketing activities, such as planning and executing events, to promote our services and build relationships with clients.
  • Team Collaboration: Work closely with our financial advisors to identify opportunities to create efficiency and drive business growth.
Requirements
  • Experience: 5+ years of related financial services, banking, or legal experience, with a proven track record of job progression and responsibility.
  • Skills: Strong ability to work independently, manage multiple priorities in a deadline-driven environment, and proficient in current and new office technology.
About Us

Edward Jones is a Fortune 500 company where people come first. We are a privately-owned firm, placing the focus on our clients rather than shareholder returns. Our purpose is to partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.



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