Branch Office Coordinator

2 days ago


Wheaton, Illinois, 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 the financial advisor in achieving their goals.

Key Responsibilities
  • Provide personalized service to clients, ensuring they 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 clients' lives that may indicate a need for additional services
  • Drive marketing activities, such as planning and executing events
What We Offer
  • 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 competitive compensation package, including bonus potential, profit sharing, and comprehensive health benefits
Requirements
  • 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
About Us

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're committed to creating a culture of continuous improvement and professional development, where everyone's unique contributions are valued and respected.



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