Branch Office Coordinator

4 days ago


Santa Rosa, California, 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
  • Provide exceptional client service and support to clients, ensuring they feel understood and informed.
  • Actively participate in the annual business planning process to assist in developing strategies for the upcoming year.
  • Drive marketing activities, such as planning and executing events, to promote our services and attract new clients.
  • Work closely with the financial advisor to identify opportunities to create efficiency and improve client relationships.
  • Manage multiple priorities in a deadline-driven environment, ensuring timely completion of tasks and projects.
What We Offer
  • A comprehensive 6-month training program, including an experienced peer to help mentor you.
  • A wide support network that extends from your branch office to your region to the home office.
  • 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, your financial security, and your family's well-being.
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.
  • Willingness to learn how financial services/markets work.


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