Financial Services Representative

3 days ago


Farmington, Michigan, United States Edward Jones Full time
Job Overview

We are seeking a highly skilled and motivated Branch Office Administrator to join our team at Edward Jones. As a key member of our branch team, you will play a critical role in helping our clients achieve their financial goals.

Key Responsibilities
  • Deliver exceptional personalized service to our clients, ensuring they feel understood and informed.
  • Take an active role in the annual business planning process to assist in developing strategies for the upcoming year.
  • Actively listen for situations in our clients' lives that may indicate a need for additional services.
  • Drive marketing activities such as planning and executing events.
What We Offer

As a Branch Office Administrator at Edward Jones, you will enjoy a comprehensive compensation package, including bonus potential, profit sharing, a 401(k) or Group RRSP, and competitive health benefits. You will also have access to paid time off, including vacation, sick, holidays, and personal days.

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.
  • Willingness to learn how financial services/markets work.
About Us

Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. We're committed to building a place where everyone feels like they belong, and we value different viewpoints to help achieve results.



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