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Part Time Branch Office Coordinator

2 months ago


Town of Cochrane, 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 personalized support to clients, ensuring they feel understood and informed about their financial needs.
  • Assist in developing strategies for the annual business planning process to drive growth and success.
  • Identify opportunities to create efficiency and improve processes, contributing to the overall success of the branch.
  • Work closely with financial advisors to deliver exceptional client experiences and achieve business objectives.
  • Stay up-to-date with industry trends and developments, applying this knowledge to enhance client relationships and business outcomes.
What We Offer
  • A comprehensive 6-month training program, including mentorship and support from experienced peers.
  • A wide support network that extends from the branch office to the region and home office, providing guidance and resources as needed.
  • A culture of continuous improvement and professional development, recognizing individual contributions and promoting a sense of belonging.
  • A competitive compensation package, including bonus potential, profit sharing, and comprehensive health benefits.
  • Paid time off, including vacation, sick leave, holidays, and personal days.
Requirements
  • Ability to deepen and broaden client relationships, identifying opportunities to create value and drive growth.
  • Strong ability to work independently, managing multiple priorities in a deadline-driven environment.
  • Proficient in current and new office technology, with a willingness to learn and adapt.
  • Ability to manage multiple priorities, prioritize tasks, and meet deadlines in a fast-paced environment.
About Us

At Edward Jones, we are committed to building a workplace where everyone feels valued, respected, and supported. We believe in the importance of diversity, equity, and inclusion, and we strive to create an environment where everyone can thrive.