Branch Office Administrator

3 weeks ago

Allegan, Michigan, United States Edward Jones Full time
Job Overview

We are seeking a highly motivated and organized 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 delivering exceptional client service and supporting our financial advisors in achieving their goals.

Key Responsibilities
  • Provide exceptional client service and support to our clients, ensuring they feel understood and informed.
  • Assist in the development of strategies for the upcoming year through active participation in the annual business planning process.
  • Identify opportunities to create efficiency and implement process improvements.
  • Manage multiple priorities in a deadline-driven environment, ensuring timely completion of tasks.
  • Stay up-to-date with current and new office technology, utilizing it to enhance client service and support.
  • Develop a strong understanding of financial services and markets, enabling you to effectively support our financial advisors.
What We Offer
  • A comprehensive 6-month training program, including an experienced peer to help mentor you.
  • A wide support network that extends from your branch office to your region to the home office.
  • A competitive compensation package, including a base salary and opportunities for merit-based salary increases.
  • A culture of continuous improvement and professional development, reflecting a respect for individuals and their unique contributions.
  • An inclusive environment where everyone's different viewpoints are valued and help to achieve results.
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.

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