Financial Services Associate
2 weeks 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 training and support to colleagues 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 inclusive environment that values diversity and promotes a culture of continuous improvement and professional development. We offer a competitive compensation package, including a base salary, bonus potential, profit sharing, and comprehensive health 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 opportunities for growth and development. We are committed to creating a workplace where everyone feels valued, respected, and supported. Join our team and be part of a company that is dedicated to making a positive impact in the lives of our clients and colleagues.
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