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Branch Office Coordinator

2 months ago

Sudbury, Ontario, 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 critical member of our branch team, you will be responsible for delivering exceptional personalized service to our clients, building strong relationships, and driving business growth.

Key Responsibilities
  • Client Service: Provide top-notch service to our clients, ensuring they feel understood and informed about their financial needs.
  • Business Planning: Take an active role in the annual business planning process to develop strategies for the upcoming year.
  • Marketing: Drive marketing activities, such as planning and executing events, to promote our services and attract new clients.
  • Team Collaboration: Work closely with our financial advisors to identify opportunities to create efficiency and deepen client relationships.
What We Offer
  • Comprehensive Training: Receive 6-month training, including an experienced peer to mentor you, to ensure your success in the role.
  • Support Network: Be part of a wide support network that extends from your branch office to your region to the home office.
  • Professional Development: Enjoy a culture of continuous improvement and professional development, reflecting a respect for individuals and their unique contributions.
Requirements
  • Strong Communication Skills: Possess excellent communication skills to build strong relationships with clients and colleagues.
  • Problem-Solving Skills: Demonstrate strong problem-solving skills to identify opportunities to create efficiency and drive business growth.
  • Technical Skills: Be proficient in current and new office technology to stay ahead of the curve.
  • Adaptability: Show a willingness to learn and adapt to new situations and challenges.