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Branch Office Coordinator

2 months ago

Schenectady, New York, 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 financial advisors to identify opportunities for growth and improvement.
  • Marketing and Events: Plan and execute marketing activities, including events and promotions, to drive business growth and client engagement.
  • Team Collaboration: Work closely with financial advisors and other branch team members to achieve business objectives and provide exceptional client service.
  • Professional Development: Participate in ongoing training and development opportunities to enhance skills and knowledge in financial services and business operations.
What We Offer
  • Competitive Compensation: A comprehensive compensation package, including bonus potential, profit sharing, and comprehensive health benefits.
  • Opportunities for Growth: A clear path for career advancement and professional development, with opportunities to take on new challenges and responsibilities.
  • Collaborative Environment: A supportive and inclusive team culture, with a focus on collaboration and mutual respect.
Requirements
  • Strong Communication Skills: Excellent verbal and written communication skills, with the ability to build strong relationships with clients and colleagues.
  • Business Acumen: A strong understanding of business operations and financial services, with the ability to analyze data and make informed decisions.
  • Technical Skills: Proficiency in current and new office technology, with the ability to learn and adapt to new systems and tools.