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Branch Office Coordinator

2 months ago

Granite Bay, California, 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 helping our clients achieve their long-term financial goals.

Key Responsibilities
  • Client Relationship Building: Develop and maintain strong relationships with clients, understanding their financial needs and goals.
  • Business Planning: Assist in developing strategies for the upcoming year, working closely with our financial advisors to identify opportunities for growth and improvement.
  • Marketing and Events: Plan and execute events to drive marketing activities and promote our services to clients.
  • Team Collaboration: Work closely with our financial advisors and other branch team members to achieve our goals and objectives.
What We Offer
  • Comprehensive Training: Receive comprehensive 6-month training, including an experienced peer to mentor you.
  • Support Network: Have access to a wide support network that extends from your branch office to your region to the home office.
  • Competitive Compensation: Receive a competitive compensation package, including bonus potential, profit sharing, and comprehensive health benefits.
Requirements
  • Strong Communication Skills: Possess excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Business Acumen: Have a strong understanding of business principles and practices, with the ability to analyze data and make informed decisions.
  • Technical Skills: Be proficient in current and new office technology, with the ability to learn and adapt quickly.