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Financial Services Coordinator
2 months ago
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 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 collaboratively with the branch team.
- Stay up-to-date with current and new office technology, and be willing to learn about financial services and markets.
- A comprehensive 6-month training program, including an experienced peer mentor.
- A wide support network, extending from the branch office to the region and home office.
- A culture of continuous improvement and professional development, valuing individual contributions and promoting a sense of belonging.
- A competitive compensation package, including bonus potential, profit sharing, and comprehensive health benefits.
- 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.
