Financial Services Coordinator

5 days ago


Toledo, Ohio, United States Edward Jones Full time
Unlock Your Potential as a Branch Office Administrator

Are you a relationship builder, problem solver, or critical thinker? If so, we need you on our team at Edward Jones. As a Branch Office Administrator, you'll be a vital member of our branch team, working closely with our financial advisors to deliver exceptional personalized service to our clients.

Key Responsibilities:
  • Deepen and broaden client relationships to identify opportunities for growth and efficiency
  • Manage multiple priorities in a deadline-driven environment, ensuring seamless execution of tasks and projects
  • Stay up-to-date with current and new office technology to drive innovation and improvement
  • Collaborate with financial advisors to develop strategies for client success and business growth
  • Drive marketing activities, such as planning and executing events, to engage clients and promote our services
What We Offer:
  • A comprehensive 6-month training program, including an experienced peer mentor, to ensure your success
  • A wide support network that extends from your branch office to our region and home office
  • A culture of continuous improvement and professional development, reflecting our respect for individual contributions
  • An inclusive environment where everyone's unique viewpoints are valued and help achieve results
  • A rewards program that promotes long-term career growth, financial security, and well-being
Join a Financial Services Firm Where People Come First

At Edward Jones, we're proud to be a privately-owned company, placing the focus on our clients rather than shareholder returns. Our purpose is to partner for positive impact, improving the lives of our clients, colleagues, and communities. We're an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.



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