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Part Time Branch Office Coordinator

2 months ago

Indianapolis, Indiana, United States Edward Jones Full time
Unlock Your Potential as a Branch Office Administrator

Are you a relationship builder, problem solver, or critical thinker? If so, we need you on our team at Edward Jones.

As a Branch Office Administrator, you will be a critical member of our branch team, working closely with our financial advisors to deliver exceptional personalized service to our clients. You will be responsible for building and maintaining strong relationships with our clients, identifying opportunities to create efficiency, and managing multiple priorities in a deadline-driven environment.

Key Responsibilities:
  • Deliver exceptional personalized service to clients, ensuring they 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 clients' lives that may indicate a need for additional services
  • Drive marketing activities, such as planning and executing events
What We Offer:
  • A comprehensive 6-month training program, including an experienced peer to mentor you
  • A wide support network that extends from your branch office to your region to the home office
  • 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
  • A rewards program that promotes a long-term career, financial security, and well-being for you and your family
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