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Branch Office Support Professional

2 months ago


Lake Isabella, California, United States Edward Jones Full time
About the Role

We are seeking a highly skilled and motivated Branch Office Support Professional 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 Management: Develop and maintain strong relationships with clients, understanding their financial needs and goals, and providing personalized service to ensure their satisfaction.
  • Business Planning and Strategy: Collaborate with financial advisors to develop and implement business plans, identifying opportunities to grow and improve client relationships.
  • Marketing and Events: Plan and execute marketing activities, including events and promotions, to attract new clients and deepen existing relationships.
  • Administrative Support: Provide administrative support to financial advisors, including data entry, record-keeping, and other tasks as needed.
Requirements
  • Strong Communication Skills: Excellent verbal and written communication skills, with the ability to build strong relationships with clients and colleagues.
  • Business Acumen: Understanding of financial services and markets, with the ability to analyze data and make informed decisions.
  • Organizational Skills: Ability to prioritize tasks, manage multiple projects, and meet deadlines in a fast-paced environment.
  • Technical Skills: Proficiency in current and new office technology, with the ability to learn and adapt to new systems and tools.
What We Offer
  • Competitive Compensation: A compensation package that includes bonus potential, profit sharing, and comprehensive health benefits.
  • Professional Development: Opportunities for training and development, including comprehensive 6-month training and ongoing support from our team.
  • Inclusive Environment: A culture of continuous improvement and professional development, where everyone's unique contributions are valued and respected.