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Financial Services Coordinator

2 months ago

Franklin, Tennessee, 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 to understand their financial needs and goals.
  • Work closely with financial advisors to identify opportunities to create efficiency and improve client outcomes.
  • Manage multiple priorities in a deadline-driven environment, ensuring seamless execution of tasks and projects.
  • Stay up-to-date with current and new office technology, leveraging your skills to drive innovation and improvement.
  • Participate in comprehensive training and development programs to enhance your knowledge and skills.
What We Offer

As a Branch Office Administrator at Edward Jones, you can expect a competitive compensation package, including bonus potential, profit sharing, and comprehensive health benefits. You will also have access to paid time off, including vacation, sick, holidays, and personal days.

Requirements
  • Ability to deepen and broaden client relationships.
  • Strong ability to work independently and manage multiple priorities.
  • Proficient in current and new office technology.
  • Willingness to learn and adapt to new situations.
About Us

Edward Jones is a Fortune 500 company where people come first. We are proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Our purpose is to partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.