Senior Financial Services Coordinator
7 days ago
We are a Fortune 500 company that values our clients and colleagues. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we prioritize individual contributions and community involvement.
Job OverviewAs a Branch Office Administrator (BOA), you will be a critical member of the branch team, working closely with the financial advisor to provide exceptional client service and support. Your primary focus will be building strong relationships with clients, identifying their needs, and helping them achieve their long-term financial goals.
Key Responsibilities- Client Relationships: Develop and maintain strong relationships with clients, understanding their financial situations, and providing tailored solutions to meet their needs.
- Branch Operations: Assist in managing daily branch operations, including administrative tasks, and ensuring seamless client experiences.
- Marketing and Events: Collaborate with the financial advisor to plan and execute marketing activities, events, and campaigns to drive business growth and increase client engagement.
To succeed in this role, you should possess:
- Excellent Communication Skills: Ability to effectively communicate with clients, colleagues, and management.
- Strong Organizational Skills: Capacity to manage multiple priorities, meet deadlines, and maintain accuracy.
- Proficiency in Technology: Familiarity with current office technology, including software applications and hardware.
- Willingness to Learn: Desire to learn about financial services, markets, and industry trends.
We offer a competitive compensation package, including:
- Estimated Salary: $20.50 - $22.70 per hour, based on location and experience.
- Benefits: Comprehensive medical, dental, and vision coverage, as well as a 401(k) retirement plan and opportunities for bonuses and profit sharing.
At Edward Jones, we prioritize our associates' growth and development, offering:
- Comprehensive Training: A 6-month training program, including an experienced peer mentor, to ensure your success in the role.
- Ongoing Support: Access to a wide support network, extending from the branch office to the region and home office, to help you navigate challenges and capitalize on opportunities.
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