Branch Office Coordinator

1 week ago


Crowley, Texas, United States Edward Jones Full time
Unlock Your Potential as a Branch Office Administrator

Are you a relationship builder, a problem solver, or a critical thinker? If so, we want you to join our team at Edward Jones. As a Branch Office Administrator, you will be a vital part of our client team, working closely with our financial advisors to help clients achieve their long-term financial goals.

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 the clients' lives that may indicate a need for additional services
  • Drive marketing activities such as planning and executing events
What We Offer:
  • A comprehensive 6-month training program, including an experienced peer to help mentor you
  • A wide support network that extends from your branch office to your region to the home office
  • A culture of continuous improvement and professional development, reflecting a respect for individuals and their unique contributions
  • An inclusive environment where everyone's different viewpoints are valued and help to achieve results
  • A rewards program that promotes a long-term career, your financial security, and your family's well-being
Requirements:
  • Ability to deepen and broaden client relationships
  • Ability to identify opportunities to create efficiency
  • Strong ability to work independently
  • Ability to manage multiple priorities in a deadline-driven environment
  • Proficient in current and new office technology
  • Willingness to learn how financial services/markets work


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