Financial Services Representative
3 days ago
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.
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.
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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