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Senior Office Support Specialist
2 months ago
Are you a natural relationship builder, adept at problem-solving and critical thinking? If so, we invite you to consider joining our team.
At Edward Jones, we emphasize the importance of our field associates as integral members of branch teams. As a Senior Office Support Specialist, you will play a vital role alongside financial advisors.
As the first point of contact for clients, whether over the phone or in person, your primary responsibility is to develop a deep understanding of their needs, enabling you to anticipate challenges before they arise.
In collaboration with your financial advisor, you will be instrumental in guiding clients toward their financial aspirations.
Position Overview:
This is a full-time role where you will work closely with a Financial Advisor to assist clients in achieving their long-term financial objectives. We take pride in serving millions of clients, and our Senior Office Support Specialists are a key component of our success, bringing diverse experiences and perspectives to the table.
We are committed to providing you with the necessary support:
- Comprehensive training program lasting six months, paired with mentorship from an experienced colleague.
- A robust support network that spans from your branch to the regional and home office levels.
- While you will often work independently, you will have a vast team of professionals supporting you.
Can you envision yourself:
- Delivering exceptional, personalized service to ensure clients feel valued and informed?
- Participating actively in the annual business planning process to develop 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 you can expect:
- A culture that promotes continuous improvement and professional growth, respecting individual contributions.
- An inclusive environment where diverse viewpoints are appreciated and contribute to achieving results.
- A rewards program recognizing individual efforts, fostering long-term career growth and financial security for you and your family.
Full-time associates enjoy a comprehensive benefits package, including:
- A competitive compensation structure with bonus potential, profit sharing, and retirement savings plans.
- Paid time off encompassing vacation, sick leave, holidays, and personal days.
- Compensation for supporting a high-performing Financial Advisor and branch, with annual earnings ranging based on experience and performance.
What qualities contribute to your success as a Senior Office Support Specialist?
- A minimum of five years of relevant experience in financial services, banking, or legal sectors, demonstrating career progression.
- Ability to deepen and expand client relationships.
- Skill in identifying opportunities for increased efficiency.
- Capacity to work independently while managing multiple priorities in a fast-paced environment.
- Proficiency in current and emerging office technologies.
About Edward Jones:
Join a financial services firm that values your contributions. Edward Jones is a Fortune 500 company prioritizing people over profits. With millions of clients and thousands of financial advisors across North America, we focus on client needs rather than shareholder returns.
Our mission is to partner for positive impact, enhancing the lives of our clients, colleagues, and communities. We are an innovative, flexible, and inclusive organization dedicated to attracting, developing, and inspiring excellence and a sense of belonging.
At Edward Jones, we believe that every associate should feel seen, heard, respected, and supported, making it an ideal place to start or advance your career.
