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Financial Services Associate
2 months ago
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 deepen client relationships.
- 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 technical support as needed.
- Participate in the annual business planning process to assist in developing strategies for the upcoming year.
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, 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.
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.