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Part Time Branch Office Coordinator

1 month ago

Flower Mound, Texas, United States Edward Jones Full time
Job Overview

Edward Jones is seeking a highly motivated and detail-oriented Branch Office Administrator to join our team. 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
  • Provide exceptional client service and support to clients, including answering phone calls, responding to emails, and addressing client inquiries
  • Assist the financial advisor in developing and implementing business plans, including identifying opportunities to create efficiency and deepen client relationships
  • Manage multiple priorities in a deadline-driven environment, including handling client requests, processing transactions, and maintaining accurate records
  • Stay up-to-date on current and new office technology, including proficiency in software applications and systems
  • Participate in ongoing training and professional development to enhance skills and knowledge
What We Offer
  • A comprehensive 6-month training program, including an experienced peer to help mentor you
  • A wide support network that extends from your branch office to your region to the home office
  • A culture of continuous improvement and professional development, reflecting a respect for individuals and their unique contributions
  • An inclusive environment where everyone's different viewpoints are valued and help to achieve results
  • A rewards program that promotes a long-term career, financial security, and well-being for you and your family
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. Our purpose is to partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.