Financial Services Associate

6 days ago


Wilmington, Delaware, United States Edward Jones Full time
About the Role

We are seeking a highly motivated and detail-oriented 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
  • Provide personalized service to clients, ensuring they feel understood and informed about their financial needs.
  • Assist in the annual business planning process to develop strategies for the upcoming year.
  • Identify opportunities to create efficiency and improve client relationships.
  • Manage multiple priorities in a deadline-driven environment, utilizing strong organizational skills.
  • Stay up-to-date on current and new office technology, and be willing to learn about financial services and markets.
What We Offer

As a Branch Office Administrator at Edward Jones, you will enjoy a comprehensive compensation package, including bonus potential, profit sharing, and comprehensive health benefits. You will also have access to paid time off, including vacation, sick, holidays, and personal days.

Our Culture

We value a culture of continuous improvement and professional development, where everyone's unique contributions are respected and valued. Our inclusive environment fosters a sense of belonging, and we recognize individual efforts through a rewards program that promotes a long-term career and financial security.

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 about financial services and markets.


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