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Financial Services Coordinator

2 months ago

Mukilteo, Washington, 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
  • Develop and maintain strong relationships with clients to understand their financial needs and goals.
  • Work closely with financial advisors to identify opportunities to create efficiency and improve client outcomes.
  • Manage multiple priorities in a deadline-driven environment, ensuring seamless execution of tasks and projects.
  • Stay up-to-date with current and new office technology, leveraging your skills to drive innovation and improvement.
  • Participate in the annual business planning process, contributing to the development of strategies for the upcoming year.
What We Offer

As a Branch Office Administrator at Edward Jones, you can expect 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.
  • Proficient in current and new office technology.
  • Willingness to learn how financial services/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're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. We're committed to creating a culture of continuous improvement and professional development, where everyone's unique contributions are valued and respected.