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Branch Office Coordinator

2 months ago


Edmond, Oklahoma, 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 helping our clients achieve their long-term financial goals.

Key Responsibilities
  • Client Relationship Building: Develop and maintain strong relationships with clients, understanding their financial needs and goals.
  • Business Planning: Assist in developing strategies for the upcoming year, working closely with financial advisors to identify opportunities for growth and improvement.
  • Marketing and Events: Plan and execute marketing activities, including events and promotions, to drive business growth and client engagement.
  • Team Collaboration: Work closely with financial advisors and other branch team members to achieve business objectives and provide exceptional client service.
What We Offer
  • Competitive Compensation: A compensation package that includes bonus potential, profit sharing, and comprehensive health benefits.
  • Professional Development: Opportunities for training and development to help you grow in your career.
  • Inclusive Environment: A culture that values diversity, equity, and inclusion, where everyone's unique perspectives and contributions are valued.
Requirements
  • Strong Communication Skills: Excellent verbal and written communication skills, with the ability to build strong relationships with clients and colleagues.
  • Business Acumen: A strong understanding of business principles and practices, with the ability to analyze data and make informed decisions.
  • Technical Skills: Proficiency in current and new office technology, with the ability to learn and adapt to new systems and processes.