Branch Office Coordinator
3 weeks ago
As a Branch Office Administrator at Edward Jones, you will play a critical role in helping clients achieve their long-term financial goals. You will work closely with financial advisors to provide exceptional personalized service, identify opportunities to create efficiency, and manage multiple priorities in a deadline-driven environment.
Key Responsibilities
- Deliver exceptional personalized service to ensure clients feel understood and informed
- Take an active role in the annual business planning process to assist in developing strategies for the upcoming year
- Actively listen for situations in the clients' lives that may indicate a need for additional services
- Drive marketing activities such as planning and executing events
What We Offer
- A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions
- An inclusive environment where everyone's different viewpoints are valued and help to achieve results
- We recognize individual efforts through a rewards program that promotes a long-term career, your financial security, and you and your family's well-being
Requirements
- Ability to deepen and broaden client relationships
- Ability to identify opportunities to create efficiency
- Strong ability to work independently
- Ability to manage multiple priorities in a deadline-driven environment
- Proficient in current and new office technology
- Willingness to learn how financial services/markets work
Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
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