Financial Services Team Coordinator

6 days ago


Stillwater, United States Edward Jones Full time
About the Role

We are seeking a highly skilled and dedicated Branch Office Administrator to join our team. In this role, you will be responsible for providing exceptional personalized service to clients, building strong relationships, and driving marketing activities.

Job Overview

As a Branch Office Administrator, you will work closely with Financial Advisors to help clients achieve their long-term financial goals. You will be an essential member of the client team, working together to develop strategies for the upcoming year and actively listening for situations that may indicate a need for additional services.

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
Benefits

We offer a comprehensive compensation and benefits package, including medical and prescription drug, dental, vision, voluntary benefits, short- and long-term disability, basic life, and basic AD&D coverage. We also offer a 401k retirement plan, tax-advantaged accounts, and paid time off.

Requirements

To be successful in this role, you will need to have excellent communication and interpersonal skills, be able to work independently, and have the ability to manage multiple priorities in a deadline-driven environment. Proficiency in current and new office technology is also required.

Estimated Salary: $45,000 - $60,000 per year

Location: Stillwater, OK

We value different viewpoints and recognize individual efforts through a rewards program that promotes a long-term career, financial security, and well-being. If you are a motivated and detail-oriented individual who is passionate about delivering exceptional customer service, we encourage you to apply for this exciting opportunity.


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