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Branch Office Coordinator

1 month ago

Cottage Grove, Minnesota, United States Edward Jones Full time
About the Role

We are seeking a highly skilled and motivated 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 the financial advisor in achieving their goals.

Key Responsibilities
  • Deepen and broaden client relationships through proactive communication and relationship-building activities
  • Identify opportunities to create efficiency and improve processes within the branch
  • Work independently to manage multiple priorities in a deadline-driven environment
  • Provide 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 the clients' lives that may indicate a need for additional services
  • Drive marketing activities such as planning and executing events
What We Offer

As a Branch Office Administrator at Edward Jones, you will have the opportunity to work in a dynamic and inclusive environment where everyone's unique contributions are valued. We offer a competitive compensation package, comprehensive training, and a wide support network that extends from your branch office to your region to the home office.

Requirements
  • 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
About Us

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 are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

Equal Employment Opportunity

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.