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Financial Services Coordinator

2 months ago

Whistler, British Columbia, 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
  • Develop and maintain strong relationships with clients to understand their financial needs and goals.
  • Work closely with financial advisors to identify opportunities to create efficiency and improve client outcomes.
  • Manage multiple priorities in a fast-paced environment, ensuring timely and accurate completion of tasks.
  • Stay up-to-date with current and new office technology, and provide training and support to colleagues as needed.
  • Participate in the annual business planning process to assist in developing strategies for the upcoming year.
What We Offer

As a Branch Office Administrator at Edward Jones, you can expect a comprehensive training program, a wide support network, and opportunities for professional growth and development. We value diversity, equity, and inclusion, and are committed to creating a workplace where everyone feels valued and respected.

Requirements
  • Ability to deepen and broaden client relationships.
  • Strong ability to work independently and manage multiple priorities.
  • Proficient in current and new office technology.
  • Willingness to learn how financial services/markets work.
About Us

Edward Jones is a Fortune 500 company that values people and communities. We are committed to improving the lives of our clients and colleagues, and to making a positive impact on society. If you are a motivated and customer-focused individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity.