Branch Office Support Professional

7 days ago


Marietta, Ohio, United States Edward Jones Full time
About the Role

We are seeking a highly skilled and experienced Senior 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
  • Client Service: Provide personalized service to clients, ensuring they feel understood and informed about their financial needs.
  • Business Planning: Take an active role in the annual business planning process to assist in developing strategies for the upcoming year.
  • Relationship Building: Deepen and broaden client relationships, identifying opportunities to create efficiency and drive business growth.
  • Marketing and Events: Plan and execute marketing activities, including events, to promote our services and build client engagement.
Requirements
  • Experience: 5 years of related financial services, banking, or legal experience, with a proven track record of job progression and responsibility.
  • Skills: Strong ability to work independently, manage multiple priorities in a deadline-driven environment, and proficient in current and new office technology.
About Us

Edward Jones is a Fortune 500 company where people come first. We are a privately-owned firm, 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.


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