Financial Services Coordinator

2 weeks ago


Greensburg, Pennsylvania, United States Edward D. Jones Full time
Edward D. Jones Branch Office Administrator

Estimated annual salary: $52,000 - $72,000 (based on Greensburg, PA location)

About the Role

The Branch Office Administrator is a vital part of our team, working closely with Financial Advisors to help clients achieve their long-term financial goals. Our BOAs are valued members of the client team and contribute significantly to our success.

Key Responsibilities
  1. Deliver Exceptional Service: Build strong relationships with clients, understanding their needs and providing personalized support.
  2. Analytical Skills: Identify opportunities to create efficiency and drive marketing activities, such as planning and executing events.
  3. Strategic Planning: Participate in the annual business planning process to develop strategies for the upcoming year.
Requirements
  • Strong Communication: Proficient in current and new office technology, with a willingness to learn about financial services and markets.
  • Time Management: Ability to manage multiple priorities in a deadline-driven environment.
  • Independence: Strong ability to work independently, with a supportive team available for guidance.
Benefits

We offer a comprehensive 6-month training program, including an experienced peer mentor, and a wide support network extending from the branch office to the home office. Our goal is to empower you with the skills and confidence to succeed in this role.



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