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Whistler, British Columbia, Canada Edward Jones Full timeJoin Our Team as a Branch Office AdministratorWe are seeking a highly skilled and motivated individual to join our team as a Branch Office Administrator. As a key member of our team, you will be responsible for providing administrative support to our branch office, ensuring the smooth operation of our business.Key Responsibilities:Provide administrative...
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Whistler, British Columbia, Canada Edward Jones Full timeJoin Our Team as a Branch Office AdministratorWe are seeking a highly skilled and motivated individual to join our team as a Branch Office Administrator. As a key member of our team, you will be responsible for providing administrative support to our branch office, ensuring the smooth operation of our business.Key Responsibilities:Provide administrative...
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Financial Services Representative
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Financial Services Associate
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Branch Office Coordinator
2 months ago
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- Client Relationship Management: Develop and maintain strong relationships with clients, understanding their financial needs and goals, and providing personalized service to ensure their satisfaction.
- Business Planning and Strategy: Collaborate with the financial advisor to develop and implement business plans, identifying opportunities to grow the client base and increase revenue.
- Marketing and Events: Plan and execute marketing activities, including events and promotions, to attract new clients and retain existing ones.
- Administrative Support: Provide administrative support to the financial advisor, including data entry, record-keeping, and other tasks as needed.
- Strong Communication Skills: Excellent verbal and written communication skills, with the ability to build strong relationships with clients and colleagues.
- Business Acumen: Strong understanding of business principles and practices, with the ability to analyze data and make informed decisions.
- Technical Skills: Proficient in current and new office technology, with the ability to learn and adapt to new systems and tools.
- Time Management: Strong time management skills, with the ability to prioritize tasks and meet deadlines.
- Competitive Compensation: A competitive compensation package, including bonus potential, profit sharing, and comprehensive health benefits.
- Professional Development: Opportunities for professional development and growth, including training and mentorship programs.
- Collaborative Environment: A collaborative and inclusive work environment, with a focus on teamwork and mutual respect.