Branch Office Administrator

2 weeks ago


Sonoma, California, United States Edward Jones Full time
Role Overview

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
  • Deepen and broaden client relationships through proactive communication and relationship-building activities
  • Identify opportunities to create efficiency and improve processes within the branch
  • Work independently and manage multiple priorities in a deadline-driven environment
  • Stay up-to-date with current and new office technology to effectively support the financial advisor
  • Develop a strong understanding of financial services and markets to provide informed support to clients
What We Offer

As a Branch Office Administrator at Edward Jones, you will have the opportunity to work in a dynamic and inclusive environment that values diversity and promotes a sense of belonging. We offer a comprehensive compensation package, including a competitive salary, bonus potential, profit sharing, and comprehensive health benefits. You will also have access to ongoing training and development opportunities to help you grow in your career.

Requirements
  • Ability to work independently and manage multiple priorities in a deadline-driven environment
  • Strong communication and relationship-building skills
  • Proficient in current and new office technology
  • Willingness to learn and develop a strong understanding of financial services and markets
About Us

Edward Jones is a Fortune 500 company that values its associates and provides a supportive and inclusive work environment. We are committed to building a place where everyone feels like they belong and where everyone's contributions are valued. Join us and be part of a team that is dedicated to making a positive impact in the lives of our clients and colleagues.



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