Financial Services Coordinator

2 weeks ago


DeSoto, Texas, 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 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 fast-paced environment, ensuring timely completion of tasks and projects.
  • Stay up-to-date with current office technology and financial services trends to provide expert guidance to clients.
  • Participate in the annual business planning process to assist in developing strategies for the upcoming year.
What We Offer

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

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 how financial services/markets work.
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.



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