Financial Services Coordinator

4 days ago


Muskogee, Oklahoma, United States Edward Jones Full time
About the Role

As a Branch Office Administrator at Edward Jones, you will play a critical role in helping clients achieve their long-term financial goals. Working closely with Financial Advisors, you will provide exceptional personalized service, deepen client relationships, and identify opportunities to create efficiency.

Key Responsibilities
  • Deliver exceptional personalized service to ensure clients feel understood and informed
  • Take an active role in the annual business planning process to assist in developing strategies for the upcoming year
  • Actively listen for situations in clients' lives that may indicate a need for additional services
  • Drive marketing activities such as planning and executing events
Benefits
  • A competitive compensation package, including a salary range of $20-$22 per hour, plus bonuses and profit sharing
  • A comprehensive benefits package, including medical, dental, vision, and 401(k) retirement plan
  • The opportunity to work in a dynamic and inclusive environment where everyone's contributions are valued
Requirements
  • A strong ability to work independently and manage multiple priorities in a deadline-driven environment
  • Proficient in current and new office technology, with a willingness to learn how financial services/markets work
  • The ability to deepen and broaden client relationships, identify opportunities to create efficiency, and drive marketing activities


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