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Part Time Branch Office Coordinator

2 months ago

Cochrane District, Canada 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 our financial advisors in achieving their goals.

Key Responsibilities
  • Provide exceptional client service, responding to client inquiries and resolving issues in a timely and professional manner.
  • Assist financial advisors in developing and implementing client relationships, 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 on current and new office technology, utilizing tools and systems to enhance client service and operational efficiency.
  • Participate in ongoing training and professional development, staying informed about financial services and markets to provide expert guidance to clients.
What We Offer

As a Branch Office Administrator at Edward Jones, you will enjoy a comprehensive benefits package, including a competitive salary, bonus potential, profit sharing, and comprehensive health benefits. You will also have access to ongoing training and professional development opportunities, as well as a supportive team environment that values diversity, equity, and inclusion.

Requirements
  • Strong communication and interpersonal skills, with the ability to build rapport with clients and colleagues.
  • Ability to work independently and as part of a team, with a strong focus on collaboration and teamwork.
  • Proficient in current and new office technology, with a willingness to learn and adapt to new systems and tools.
  • Strong problem-solving and analytical skills, with the ability to identify opportunities to create efficiency and improve processes.
  • Ability to manage multiple priorities in a deadline-driven environment, with a strong focus on attention to detail and quality of work.