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Financial Services Coordinator

2 months ago

Medicine Hat, Alberta, 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
  • Develop and maintain strong relationships with clients to understand their needs and preferences
  • Provide administrative support to financial advisors, including scheduling appointments and managing client communications
  • Assist with marketing activities, such as planning and executing events to promote our services
  • Contribute to the development of business strategies and plans to drive growth and success
  • Collaborate with colleagues to achieve team goals and objectives
What We Offer
  • A comprehensive training program to ensure your success in the role
  • A supportive and inclusive work environment that values diversity and promotes professional growth
  • A competitive compensation package, including bonus potential and profit sharing
  • A range of benefits, including health insurance and paid time off
  • Opportunities for career advancement and professional development
Requirements
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Proficient in current and new office technology
  • Willingness to learn and adapt to new situations
  • Ability to manage multiple priorities and deadlines
About Us

Edward Jones is a Fortune 500 company that values its associates and provides a supportive and inclusive work environment. We are committed to delivering exceptional client service and achieving our goals through teamwork and collaboration.