Edward Jones - Grand Junction, CO
posted 3 months ago
As a Part Time Branch Office Administrator at Edward Jones, you will play a crucial role in our branch teams, which typically consist of two or three members, including a financial advisor. Your primary responsibility will be to build strong relationships with clients, ensuring they feel understood and informed. You will be the first point of contact for clients, both over the phone and in person, making your role essential in creating a welcoming and supportive environment. Your ability to anticipate client needs and identify potential issues will be key to helping them achieve their financial goals. In this position, you will collaborate closely with financial advisors to assist clients in reaching their long-term financial objectives. You will engage in the annual business planning process, contributing to the development of strategies for the upcoming year. Your role will also involve actively listening to clients to identify situations that may require additional services, ensuring that their needs are met proactively. Additionally, you will be responsible for driving marketing activities, including planning and executing events that promote the branch's services. Edward Jones is committed to providing you with the support you need to succeed, including a comprehensive six-month training program and a wide support network that extends from your branch office to the home office. We foster a culture of continuous improvement and professional development, valuing the unique contributions of each team member. Our inclusive environment encourages diverse viewpoints, which are essential for achieving results.