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Financial Services Professional
2 months ago
We are seeking a highly skilled and motivated Branch Office Administrator to join our team. As a key member of our branch team, you will play a critical role in helping clients achieve their financial goals. Your exceptional communication and interpersonal skills will enable you to build strong relationships with clients, identify their needs, and provide personalized support.
Key Responsibilities- Deliver exceptional client service, ensuring clients feel understood and informed about their financial options.
- Participate in the annual business planning process to develop strategies for the upcoming year.
- Actively listen for situations that may indicate a need for additional services or support.
- Drive marketing activities, such as planning and executing events, to promote our services and attract new clients.
- Work closely with financial advisors to provide comprehensive support and guidance to clients.
As a Branch Office Administrator at Edward Jones, you can expect a dynamic and supportive work environment that values your contributions and promotes growth and development. Our comprehensive training program will equip you with the skills and knowledge needed to succeed in this role, and our inclusive culture will provide you with opportunities to learn from and contribute to the success of our team.
Requirements- Ability to deepen and broaden client relationships.
- Strong ability to work independently and manage multiple priorities in a deadline-driven environment.
- Proficient in current and new office technology.
- Willingness to learn about financial services and markets.
