Branch Office Coordinator

1 week ago

Prince Frederick, Maryland, United States Edward Jones Full time

Are you a skilled communicator, a strategic thinker, or a proactive problem solver? If so, we invite you to consider joining our dynamic team.

At Edward Jones, we emphasize the importance of our field associates as integral members of branch teams. In the role of Branch Office Coordinator, you will collaborate closely with a financial advisor, playing a vital role in delivering exceptional service to our clients.

As the initial point of contact for clients, whether over the phone or in person, your primary responsibility will be to cultivate strong relationships, allowing you to anticipate client needs and address potential challenges before they arise.

Working alongside your financial advisor, you will contribute significantly to helping clients realize their financial aspirations.

Position Overview

Position Schedule: Full-Time

If you are seeking a rewarding career, the Branch Office Coordinator position may be the perfect fit for you. In this role, you will partner with Financial Advisors to assist clients in achieving their long-term financial objectives. We take pride in serving millions of clients, and our Coordinators are essential to our success, bringing diverse experiences and perspectives to the team.

We are committed to providing you with the necessary support throughout your journey:

  • Comprehensive training program lasting six months, paired with mentorship from an experienced peer.
  • A robust support network extending from your branch to regional and home office resources.
  • While you will often work independently, you will have the backing of a vast team dedicated to your success.
Your Responsibilities Will Include:
  • Delivering personalized service that ensures clients feel valued and informed.
  • Engaging in the annual business planning process to help formulate strategies for the upcoming year.
  • Actively listening for life events that may indicate a need for additional services.
  • Leading marketing initiatives, including planning and executing events.
What You Can Expect:

A culture that promotes continuous improvement and professional growth, recognizing the unique contributions of each individual. We foster an inclusive environment where diverse viewpoints are appreciated and contribute to our success.

We acknowledge individual efforts through a rewards program that supports long-term career development, financial security, and the well-being of you and your family.

Full-time Associates Enjoy the Following Benefits:

A competitive compensation package that includes bonus potential, profit sharing, a 401k plan, and comprehensive health benefits.

Paid time off, including vacation, sick leave, holidays, and personal days.

At Edward Jones, we believe in a human-centered approach, partnering for positive impact to enhance the lives of our clients, colleagues, and communities.

Compensation Range:

Minimum: $23.25

Maximum: $30.19

Key Qualifications:

What qualities will make you a successful Branch Office Coordinator?

  • Ability to strengthen and expand client relationships.
  • Capability to identify opportunities for increased efficiency.
  • Strong independent work ethic.
  • Ability to manage multiple priorities in a fast-paced environment.
  • Proficiency in current and emerging office technologies.
  • Willingness to learn about financial services and markets.
A Commitment to Inclusion:

At Edward Jones, we strive to create a workplace where everyone feels a sense of belonging. We take pride in our associates' contributions and the accolades we have received.

Join a financial services firm that values your contributions. Edward Jones is a Fortune 500 company that prioritizes people, serving millions of clients through a network of dedicated financial advisors.

Our mission is to partner for positive impact, enhancing the lives of our clients and communities.

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