Financial Services Coordinator

2 days ago


Viera East, Florida, United States Edward Jones Full time
About the Role

We are seeking a talented individual to join our team as a Branch Office Administrator. As a critical member of our branch team, you will play a key role in helping clients achieve their long-term financial goals.

In this role, you will have the opportunity to work closely with our Financial Advisors to provide exceptional personalized service to clients, take an active role in the annual business planning process, and drive 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 clients' lives that may indicate a need for additional services.
  • Drive marketing activities such as planning and executing events.
What We Offer

At Edward Jones, we believe in investing in our people and providing them with the tools and resources they need to succeed. As a Branch Office Administrator, you can expect:

  • A comprehensive 6-month training program that includes mentorship from an experienced peer.
  • A wide support network that extends from your branch office to your region to the home office.
  • The opportunity to work independently while having a team of thousands backing you every step of the way.
Benefits

We offer a competitive compensation package that includes medical and prescription drug, dental, vision, voluntary benefits, short- and long-term disability, basic life, and basic AD&D coverage. You will also be eligible for bonuses and profit sharing, as well as a 401(k) retirement plan and tax-advantaged accounts.

Additionally, our firm observes ten paid holidays and provides 15 days of vacation for new associates, as well as sick time, personal days, and a paid day for volunteerism.

Requirements

To be successful in this role, you will need:

  • An ability to deepen and broaden client relationships.
  • An ability to identify opportunities to create efficiency.
  • A strong ability to work independently.
  • An ability to manage multiple priorities in a deadline-driven environment.
  • Proficiency in current and new office technology.
  • A willingness to learn how financial services/markets work.
Salary Range

The estimated salary range for this position is $20.00 - $22.26 per hour, depending on experience and qualifications.



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