Financial Services Associate
1 week ago
About the Role
We are seeking a highly skilled and motivated individual to join our team as a Branch Office Administrator. This role is perfect for someone who is passionate about building strong relationships with clients, identifying opportunities to create efficiency, and working independently in a deadline-driven environment.
Key Responsibilities
- Deliver exceptional personalized service to ensure clients feel understood and informed
- Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year
- Actively listen for situations in the clients' lives that may indicate a need for additional services
- Driving marketing activities such as planning and executing events
What We Offer
- A competitive salary of $23.25 per hour, based on experience and qualifications
- A comprehensive benefits package, including medical, dental, and vision coverage
- A 401(k) retirement plan with company match
- A flexible schedule and opportunities for professional growth and development
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. Our purpose is to improve the lives of our clients and colleagues, and together, better our communities and society.
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