Branch Office Coordinator

3 days ago


Herndon, Virginia, 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 exceptional client service and support to clients, responding to their inquiries and resolving issues in a timely and professional manner.
  • Assist the financial advisor in developing and implementing business plans, including identifying opportunities to deepen and broaden client relationships.
  • Manage multiple priorities in a deadline-driven environment, ensuring seamless execution of tasks and projects.
  • Stay up-to-date with current and new office technology, utilizing it to enhance client experiences and improve operational efficiency.
  • Participate in the annual business planning process, contributing to the development of strategies for the upcoming year.
  • Drive marketing activities, such as planning and executing events, to promote the branch and its services.
What We Offer

As a Branch Office Administrator at Edward Jones, you will enjoy a competitive compensation package, comprehensive training, and a wide support network. You will also have the opportunity to work independently, with a team of thousands backing you every step of the way.

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 believe in a human-centered approach, partnering for positive impact to improve the lives of our clients, colleagues, and communities.



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