Branch Office Support Professional

3 weeks ago


Coronado, California, United States Edward Jones Full time
About the Role

We are seeking a highly skilled and motivated 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 our financial advisors in achieving their goals.

Key Responsibilities
  • Provide personalized service to clients, ensuring they feel understood and informed about their financial needs.
  • Participate in the annual business planning process to develop strategies for the upcoming year.
  • Identify opportunities to create efficiency and improve client experiences.
  • Manage multiple priorities in a deadline-driven environment, working independently and as part of a team.
  • Stay up-to-date with current and new office technology, and be willing to learn about financial services and markets.
What We Offer
  • A comprehensive 6-month training program, including an experienced peer to mentor you.
  • A wide support network that extends from your branch office to your region to the home office.
  • A competitive compensation package, including bonus potential, profit sharing, and comprehensive health benefits.
  • A culture of continuous improvement and professional development, where everyone's unique contributions are valued.
Requirements
  • Ability to deepen and broaden client relationships.
  • Strong ability to work independently and manage multiple priorities.
  • Proficient in current and new office technology.
  • Willingness to learn about financial services and markets.


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