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Branch Office Coordinator

2 months ago

Glendora, California, United States Edward Jones Full time
About the Role

We are seeking a highly skilled and motivated individual to join our team as a Branch Office Administrator. 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
  • Client Relationship Management: Develop and maintain strong relationships with clients, understanding their financial needs and goals, and providing personalized service to ensure their satisfaction.
  • Business Planning and Strategy: Assist in the development of business plans and strategies to drive growth and revenue, working closely with the financial advisor to identify opportunities and implement solutions.
  • Marketing and Events: Plan and execute marketing activities, including events and promotions, to attract new clients and deepen relationships with existing ones.
  • Administrative Support: Provide administrative support to the financial advisor, including data entry, record-keeping, and other tasks as needed.
Requirements
  • Strong Communication Skills: Excellent verbal and written communication skills, with the ability to build rapport with clients and colleagues.
  • Business Acumen: Strong understanding of business principles and practices, with the ability to analyze data and make informed decisions.
  • Technical Skills: Proficient in current and new office technology, with the ability to learn and adapt to new systems and tools.
  • Time Management: Ability to manage multiple priorities in a deadline-driven environment, with a strong attention to detail and organizational skills.
About Us

Edward Jones is a Fortune 500 company that values its associates and provides a supportive and inclusive work environment. We are committed to delivering exceptional client service and building long-term relationships with our clients. If you are a motivated and results-driven individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.