Financial Services Coordinator

4 weeks ago


Crowley, Louisiana, 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 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.
  • Drive marketing activities, such as planning and executing events, to promote our services and build client relationships.
  • Work closely with financial advisors to identify opportunities to create efficiency and improve client outcomes.
  • Stay up-to-date with current and new office technology to ensure seamless delivery of services.
What We Offer

As a Branch Office Administrator at Edward Jones, you will enjoy a comprehensive compensation package, including bonus potential, profit sharing, and comprehensive health benefits. You will also have access to paid time off, including vacation, sick, holidays, and personal days.

Requirements
  • Ability to deepen and broaden client relationships.
  • Strong ability to work independently and manage multiple priorities in a deadline-driven environment.
  • Proficient in current and new office technology.
  • Willingness to learn how financial services and markets work.
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 are proud to be privately-owned, placing the focus on our clients rather than shareholder returns. We value different viewpoints to help achieve results and are committed to creating a culture of continuous improvement and professional development.



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