Financial Services Coordinator
5 days ago
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 to understand their financial needs and goals.
- Work closely with financial advisors to identify opportunities to create efficiency and improve client outcomes.
- Manage multiple priorities in a fast-paced environment and meet deadlines while maintaining a high level of accuracy and attention to detail.
- Stay up-to-date with current and new office technology and apply this knowledge to improve processes and workflows.
- Participate in ongoing training and professional development to enhance skills and knowledge.
As a Branch Office Administrator at Edward Jones, you will have the opportunity to work in a dynamic and supportive environment that values your contributions and recognizes your individuality. We offer a comprehensive compensation package, including a competitive salary, bonus potential, profit sharing, and comprehensive health benefits. You will also have access to ongoing training and professional development opportunities to help you grow and succeed in your career.
Requirements- Ability to develop and maintain 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 new processes and procedures.
Edward Jones is a Fortune 500 company that values its associates and recognizes their individual contributions. We are committed to creating a workplace that is inclusive, supportive, and empowering. 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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Financial Services Representative
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