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Branch Office Coordinator

2 months ago

Olympia, Washington, 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 helping our clients achieve their long-term financial goals.

Key Responsibilities
  • Client Relationship Management: Develop and maintain strong relationships with clients, understanding their financial needs and goals.
  • Business Planning: Assist in developing strategies for the upcoming year, working closely with financial advisors to identify opportunities and challenges.
  • Marketing and Events: Plan and execute events to promote our services and build relationships with clients.
  • Team Collaboration: Work closely with financial advisors and other branch team members to achieve common goals.
  • Professional Development: Participate in ongoing training and development to stay up-to-date on industry trends and best practices.
What We Offer
  • Competitive Compensation: A compensation package that includes bonus potential, profit sharing, and comprehensive health benefits.
  • Opportunities for Growth: A clear path for career advancement and professional development.
  • Supportive Team Environment: A collaborative and inclusive team culture that values diversity and individual contributions.
Requirements
  • Strong Communication Skills: Excellent verbal and written communication skills, with the ability to build strong relationships with clients and colleagues.
  • Business Acumen: A strong understanding of business principles and practices, with the ability to analyze data and make informed decisions.
  • Technical Skills: Proficiency in current and new office technology, with the ability to learn and adapt quickly.
  • Problem-Solving Skills: Strong problem-solving skills, with the ability to think critically and creatively.