Financial Services Coordinator
1 week ago
Company Overview:
Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
We believe in a human-centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
About the Role:
The Branch Office Administrator (BOA) role may be the right opportunity for you if you're looking for a fulfilling career. BOAs team up with Financial Advisors to help clients achieve their long-term financial goals.
Salary Information:
Our hiring minimum for this position is $20.00 per hour, and the maximum range is $22.26 per hour. We offer competitive compensation packages that include medical, dental, vision, and other benefits.
Job Responsibilities:
In this role, you'll work closely with Financial Advisors to provide exceptional personalized service to ensure clients feel understood and informed. You'll also take an active role in the annual business planning process to assist in developing strategies for the upcoming year.
You'll have the opportunity to deepen and broaden client relationships, identify opportunities to create efficiency, and manage multiple priorities in a deadline-driven environment.
Required Skills and Qualifications:
- 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
Benefits:
At Edward Jones, we offer a comprehensive benefits package that includes medical, dental, vision, and other benefits. Our associates also receive a 401(k) retirement plan and tax-advantaged accounts, such as health savings accounts and flexible spending accounts.
Work Environment:
You'll often work independently but will have a team of thousands backing you every step of the way. Our inclusive environment values diverse viewpoints and helps achieve results.
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