Financial Services Team Member

1 week ago


Grand Junction, Colorado, United States Edward Jones Full time

About the Role

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We are seeking a detail-oriented and organized Branch Office Administrator to join our team. As a BOA, you will be responsible for managing client relationships, providing exceptional service, and supporting our financial advisors in achieving their goals.

Key Responsibilities

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This role involves a variety of tasks, including:

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  • Building and maintaining strong relationships with clients, understanding their needs and preferences">
  • Managing client data, ensuring accuracy and compliance with regulatory requirements">
  • Developing and implementing strategies to deepen client relationships and increase business growth">
  • Maintaining accurate and up-to-date records, ensuring compliance with regulatory requirements">

Requirements

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To succeed in this role, you will need:

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  • A high school diploma or equivalent, with a minimum 2 years of experience in a customer-facing role">
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues">
  • Strong organizational and time management skills, with the ability to prioritize multiple tasks and meet deadlines">
  • Proficiency in current office software, including Microsoft Office and Google Suite">
  • A willingness to learn and adapt to new technologies and processes">

Salary and Benefits

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As a valued member of our team, you can expect:

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  • A competitive salary of $20.04-$23.43 per hour">
  • A comprehensive benefits package, including medical, dental, and vision coverage, as well as life insurance and disability benefits">
  • Ongoing training and development opportunities, to help you grow and advance in your career">
  • A supportive and inclusive work environment, where you can thrive and make a meaningful contribution">

About Our Company

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Edward Jones is a leading provider of investment services, committed to helping our clients achieve their financial goals. With over 8 million clients and 19,000 financial advisors across the US and Canada, we offer a unique opportunity to join a dynamic and growing organization.

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Supportive Work Environment

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We believe in creating a supportive and inclusive work environment, where our employees can thrive and make a meaningful contribution. Whether you're just starting your career or looking to take it to the next level, we have the resources and support to help you succeed.



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