Financial Services Associate

1 week ago

Wales, Wisconsin, United States 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 financial needs and goals.
  • Assist financial advisors in developing and implementing client plans, including identifying opportunities to create efficiency and improving client outcomes.
  • Manage multiple priorities in a deadline-driven environment, ensuring timely completion of tasks and projects.
  • 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 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 base salary, bonus potential, profit sharing, and comprehensive benefits.

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.
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 partnering for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.

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