Financial Services Coordinator

1 week ago


Niles, Illinois, 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 our financial advisors in achieving their goals.

Key Responsibilities
  • Develop and maintain strong relationships with clients, understanding their needs and preferences to provide personalized service.
  • Assist financial advisors in developing and implementing business plans, identifying opportunities to create efficiency and drive growth.
  • Manage multiple priorities in a fast-paced environment, ensuring timely completion of tasks and projects.
  • Stay up-to-date with current office technology and financial services/market trends, applying this knowledge to enhance client experiences.
What We Offer

As a Branch Office Administrator at Edward Jones, you will enjoy a comprehensive compensation package, including bonus potential, profit sharing, and competitive health benefits. You will also have access to ongoing training and development opportunities, enabling you to grow and succeed in your career.

Requirements
  • Ability to build and maintain strong relationships with clients and colleagues.
  • Strong communication and interpersonal skills, with the ability to work effectively in a team environment.
  • Proficient in current office technology and willing to learn new systems and processes.
  • Ability to manage multiple priorities and work in a fast-paced environment.


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