Financial Services Coordinator

2 weeks ago


Seattle, Washington, United States Edward Jones Full time
About the Role

We are seeking a highly skilled and motivated individual to join our team as a Branch Office Administrator. 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 deadline-driven environment and maintain a high level of productivity.
  • Stay up-to-date with current and new office technology and apply this knowledge to improve client service and branch operations.
  • Participate in ongoing training and professional development to enhance skills and knowledge.
What We Offer

As a Branch Office Administrator at Edward Jones, you will enjoy a comprehensive compensation package, including a competitive salary, bonus potential, and profit sharing. You will also have access to a wide range of benefits, including comprehensive health insurance, paid time off, and a 401(k) or Group RRSP plan.

Requirements
  • Ability to develop and maintain strong relationships with clients.
  • Strong problem-solving and analytical skills.
  • Ability to work independently and manage multiple priorities in a deadline-driven environment.
  • Proficient in current and new office technology.
  • Willingness to learn and adapt to new situations.


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