Part Time Branch Office Coordinator
1 day ago
As a Branch Office Administrator at Edward Jones, you will play a critical role in helping clients achieve their long-term financial goals. You will work closely with Financial Advisors to provide exceptional personalized service, identify opportunities to create efficiency, and drive marketing activities such as planning and executing events.
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
- A comprehensive 6-month training program including an experienced peer to help mentor you
- A wide support network that extends from your branch office to your region to the home office
- A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions
- An inclusive environment where everyone's different viewpoints are valued and help to achieve results
- A rewards program that promotes a long-term career, your financial security, and your family's well-being
- Ability to deepen and broaden client relationships
- Ability to identify opportunities to create efficiency
- Strong ability to work independently
- Ability to manage multiple priorities in a deadline-driven environment
- Proficient in current and new office technology
- Willingness to learn how financial services/markets work
Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.
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