Financial Services Coordinator

1 day ago


Whistler, British Columbia, 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

As a Branch Office Administrator at Edward Jones, you will have the opportunity to work in a dynamic and supportive environment that values your contributions and provides opportunities for growth and development. We offer a competitive compensation package, including a bonus potential, profit sharing, and comprehensive health benefits.

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 building a diverse and inclusive workplace that reflects the communities we serve.



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