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Part-Time Branch Office Administrator
4 weeks ago
As a Branch Office Administrator at Edward Jones, you will play a critical role in helping clients achieve their long-term financial goals. You will work closely with a Financial Advisor to provide exceptional personalized service, identify opportunities to create efficiency, and drive marketing activities.
Key Responsibilities- Deliver 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
- 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, your financial security, and your family's well-being
- 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