Financial Services Relationship Builder

3 days ago


Salem, Oregon, United States Edward Jones Full time
About the Role

We are seeking a Branch Office Administrator to join our team. As a critical member of our branch team, you will play a key role in helping our clients achieve their financial goals.

Job Overview

The Branch Office Administrator is responsible for providing exceptional customer service, managing multiple priorities, and working independently. You will have the opportunity to deepen and broaden client relationships, identify opportunities to create efficiency, and learn about financial services and markets.

Key Responsibilities
  • Deliver personalized service to ensure clients feel understood and informed
  • Take an active role in the annual business planning process
  • Listen for situations that may indicate a need for additional services
  • Drive marketing activities such as planning and executing events
Benefits

We offer a competitive compensation package, including medical, dental, and vision coverage, 401(k) retirement plan, and paid time off. You will also have access to comprehensive training and a supportive network of colleagues.

Requirements

To be successful in this role, you will need:

  • A strong ability to work independently
  • An ability to manage multiple priorities in a deadline-driven environment
  • Proficiency in current and new office technology
  • A willingness to learn about financial services and markets
About Us

Edward Jones is a Fortune 500 company with a commitment to partnering for positive impact. We value diversity and inclusion, and we are proud to serve over 7 million clients across the US and Canada.



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