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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 individual to join our team as a Branch Office Administrator. 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
  • Client Relationship Building: Develop and maintain strong relationships with clients, understanding their needs and preferences to provide personalized service.
  • Operational Support: Provide administrative support to our financial advisors, including managing schedules, coordinating meetings, and maintaining accurate records.
  • Marketing and Business Development: Assist in planning and executing marketing activities, such as events and promotions, to drive business growth and client engagement.
  • Team Collaboration: Work closely with our financial advisors and other branch team members to achieve business objectives and provide exceptional client service.
Requirements
  • Strong Communication Skills: Excellent verbal and written communication skills, with the ability to build rapport with clients and colleagues.
  • Organizational Skills: Proven ability to prioritize tasks, manage multiple projects, and meet deadlines in a fast-paced environment.
  • Technical Skills: Proficient in current office technology, including software applications and hardware.
  • Client Focus: A strong commitment to delivering exceptional client service and exceeding client expectations.
What We Offer
  • Comprehensive Training: A comprehensive training program to ensure your success in the role.
  • Supportive Team Environment: A collaborative and supportive team environment that encourages growth and development.
  • Competitive Compensation: A competitive compensation package, including bonus potential and profit sharing.