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Financial Services Coordinator
2 weeks ago
Company Overview
Edward Jones is a financial services firm that values its associates and clients. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
About the Role
In this Branch Office Administrator role, you will work closely with Financial Advisors to help clients achieve their long-term financial goals. You will be responsible for delivering exceptional personalized service, taking an active role in the annual business planning process, and driving marketing activities such as planning and executing events.
Key Responsibilities
- Deliver exceptional personalized service to ensure clients feel understood and informed.
- Take an active role in the annual business planning process to assist in developing strategies for the upcoming year.
- Actively listen for situations in the clients' lives that may indicate a need for additional services.
- Drive marketing activities such as planning and executing events.
What We Offer
We offer a comprehensive compensation and benefits package, including medical and prescription drug coverage, dental, vision, voluntary benefits, short- and long-term disability, basic life, and basic AD&D coverage. We also offer a 401(k) retirement plan, health savings account, and flexible spending account. Associates may be eligible for bonuses and profit sharing.
Requirements
- Ability to deepen and broaden client relationships.
- Ability to identify opportunities to create efficiency.
- Strong ability to work independently.
- Ability to manage multiple priorities in a deadline-driven environment.
- Proficient in current and new office technology.
- Willingness to learn how financial services/markets work.
About Us
At Edward Jones, we believe in a human-centered approach and value diversity, equity, and inclusion. We do not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information, or any other basis prohibited by applicable law.