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Branch Office Administrator
2 months ago
We are seeking a highly skilled 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 helping our clients achieve their long-term financial goals.
Key Responsibilities- Deliver exceptional personalized service to ensure clients 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 the clients' lives that may indicate a need for additional services
- Drive marketing activities such as planning and executing events
- 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 culture of continuous improvement and professional development, reflecting a respect for individuals and their unique contributions
- An inclusive environment where everyone's different viewpoints are valued and help to achieve results
- A rewards program that promotes a long-term career, your financial security, and you and your family's well-being
- 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