Financial Services Associate

15 hours ago


Novato, California, United States Edward Jones Full time
Unlock Your Potential as a Branch Office Administrator

Are you a relationship builder, problem solver, or critical thinker? If so, we need you on our team at Edward Jones. As a Branch Office Administrator, you'll be a vital member of our branch team, working closely with our financial advisors to deliver exceptional personalized service to our clients.

Key Responsibilities:
  • Deepen and broaden client relationships to identify opportunities for growth and efficiency
  • Manage multiple priorities in a deadline-driven environment, ensuring seamless client experiences
  • Stay up-to-date with current and new office technology to drive innovation and productivity
  • Collaborate with financial advisors to develop strategies for client success
  • Drive marketing activities, such as planning and executing events, to engage clients and promote our services
What We Offer:
  • A comprehensive 6-month training program, including an experienced peer mentor, to ensure your success
  • A wide support network that extends from your branch office to our home office, providing guidance and resources whenever you need them
  • A culture of continuous improvement and professional development, reflecting our respect for individual contributions and unique perspectives
  • An inclusive environment where everyone's viewpoints are valued and help achieve results
  • A rewards program that promotes long-term career growth, financial security, and well-being for you and your family
Requirements:
  • Ability to work independently and manage multiple priorities in a deadline-driven environment
  • Strong communication and interpersonal skills, with a focus on building relationships and delivering exceptional client service
  • Proficiency in current and new office technology, with a willingness to learn and adapt
  • Ability to identify opportunities for growth and efficiency, and develop strategies to drive client success

At Edward Jones, we're committed to creating a workplace where everyone feels valued, respected, and supported. If you're a motivated and results-driven individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.



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