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Part-Time Branch Office Coordinator

2 months ago

Greensburg, Pennsylvania, United States Edward Jones Full time
About the Role

We are seeking a highly skilled and motivated Part-Time 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
  • Client Relationship Building: Develop and maintain strong relationships with clients, understanding their financial needs and goals.
  • Administrative Support: Provide administrative support to financial advisors, including scheduling appointments, managing client records, and performing other administrative tasks.
  • Marketing and Events: Assist in planning and executing marketing events and activities to promote our services and build client relationships.
  • Team Collaboration: Work closely with financial advisors and other branch team members to achieve business objectives and provide exceptional client service.
Requirements
  • Strong Communication Skills: Excellent verbal and written communication skills, with the ability to build strong relationships with clients and colleagues.
  • Organizational Skills: Proven ability to prioritize tasks, manage multiple projects, and meet deadlines in a fast-paced environment.
  • Technical Skills: Proficient in current and new office technology, with the ability to learn and adapt to new systems and processes.
  • Business Acumen: Basic understanding of financial services and markets, with a willingness to learn and develop skills in this area.
What We Offer
  • Competitive Compensation: A competitive salary and bonus potential, with opportunities for career advancement and professional development.
  • Benefits Package: A comprehensive benefits package, including health insurance, retirement savings, and paid time off.
  • Supportive Team Environment: A collaborative and supportive team environment, with opportunities for growth and development.