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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.
  • Administrative Support: Provide administrative support to financial advisors, including scheduling appointments, managing client communications, and maintaining accurate records.
  • Marketing and Events: Assist in planning and executing marketing activities, such as events and promotions, to attract new clients and grow our business.
  • Business Planning: Participate in the annual business planning process to help develop strategies for the upcoming year and drive business growth.
What We Offer
  • Comprehensive Training: Receive comprehensive training and support to help you succeed in your role, including an experienced peer to mentor you.
  • Support Network: Be part of a wide support network that extends from your branch office to your region to the home office, providing you with the resources and guidance you need to excel.
  • Competitive Compensation: Enjoy a competitive compensation package, including bonus potential, profit sharing, and comprehensive health benefits.
Requirements
  • Strong Communication Skills: Possess excellent communication and interpersonal skills to build strong relationships with clients and colleagues.
  • Organizational Skills: Demonstrate strong organizational and time management skills to prioritize tasks and meet deadlines.
  • Technical Skills: Be proficient in current and new office technology, including software and systems used in our industry.
About Us

At Edward Jones, we are committed to building a culture of continuous improvement and professional development, where everyone's unique contributions are valued and respected. We are an inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. Join us and be part of a team that is dedicated to making a positive impact in the lives of our clients and colleagues.