Branch Office Support Specialist

2 weeks ago

Lewiston, Idaho, United States Edward Jones Full time

Are you a skilled communicator, adept at problem-solving and critical thinking? If so, we invite you to explore a rewarding opportunity with us.

At Edward Jones, we emphasize the importance of our field associates, referring to them as branch teams. In the role of a Branch Office Support Specialist, you will play a vital role alongside the financial advisor, contributing to the success of the team.

As the initial point of contact for clients, you will be the first voice they hear on the phone and the first face they see upon entering the office.

Your responsibilities will be diverse, but your primary focus will be to develop a deep understanding of your clients, enabling you to anticipate their needs and provide proactive solutions.

Together with your financial advisor, you will work collaboratively to assist clients in reaching their most important financial objectives.

Position Overview

Schedule: Full-Time

If you are seeking a fulfilling career, the Branch Office Support Specialist role may be the ideal fit for you. In this position, you will partner with Financial Advisors to guide clients toward their long-term financial aspirations. We take pride in serving millions of clients, and our support specialists are integral to our success, bringing unique experiences and professional backgrounds to the team.

We appreciate diverse perspectives, as they contribute to achieving outstanding results.

Support and Development

We are committed to providing you with the necessary support, including:

  • Comprehensive six-month training program with mentorship from an experienced peer
  • A robust support network extending from your branch to the regional and home office levels
  • Opportunities to work independently while having a vast team backing you
Your Contributions

Can you envision yourself:

  • Delivering exceptional, personalized service to ensure clients feel valued and informed
  • Participating actively in the annual business planning process to help shape strategies for the upcoming year
  • Listening attentively for signs in clients' lives that may indicate a need for additional services
  • Driving marketing initiatives, including planning and executing events
What to Expect

We foster a culture of continuous improvement and professional growth, respecting the unique contributions of each individual. Our inclusive environment values diverse viewpoints, which help us achieve collective success. We recognize individual efforts through a rewards program that promotes long-term career development and financial security for you and your family.

Benefits for Full-Time Associates

Our compensation package includes:

  • Bonus potential, profit sharing, and a 401k or Group RRSP
  • Comprehensive health benefits
  • Paid time off, including vacation, sick leave, holidays, and personal days

At Edward Jones, we believe in a human-centered approach, partnering for positive impact to enhance the lives of our clients, colleagues, and communities.

Compensation Range

Minimum: $20.00

Maximum: $22.26

Qualifications for Success

What qualities will make you a successful Branch Office Support Specialist?

  • Ability to cultivate and deepen client relationships
  • Capacity to identify opportunities for increased efficiency
  • Strong independence in work habits
  • Ability to manage multiple priorities in a fast-paced environment
  • Proficiency in current and emerging office technologies
  • Willingness to learn about financial services and markets
A Commitment to Inclusion

At Edward Jones, we are dedicated to creating a workplace where everyone feels they belong. We celebrate our associates' contributions and the recognition we have received.

Join a financial services firm that values your contributions. Edward Jones is a Fortune 500 company that prioritizes people. With millions of clients and thousands of financial advisors across North America, we focus on our clients rather than shareholder returns.

Our mission is to partner for positive impact, improving the lives of our clients and colleagues while enhancing our communities and society.

We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires excellence and a sense of belonging.

We believe that our associates are seen, heard, respected, and supported, making Edward Jones the best place to start or build your career.

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