Branch Office Coordinator

6 days ago


Brentwood, Tennessee, United States Edward Jones Full time
About the Role

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 the financial advisor in achieving their goals.

Key Responsibilities
  • Develop and maintain strong relationships with clients to understand their financial needs and goals.
  • Provide exceptional client service, responding to client inquiries and resolving issues in a timely and professional manner.
  • Assist the financial advisor in developing and implementing business plans, including identifying opportunities to create efficiency and drive growth.
  • Manage multiple priorities in a deadline-driven environment, ensuring seamless execution of tasks and projects.
  • Stay up-to-date on current and new office technology, utilizing proficiency to enhance client experience and streamline processes.
What We Offer
  • A comprehensive 6-month training program, including an experienced peer mentor to support your growth and development.
  • A wide support network, extending from your branch office to your region and the home office, providing a collaborative and inclusive environment.
  • 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, financial security, and well-being for you and your family.
Requirements
  • 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.
About Us

Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Our purpose is to partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.



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