Executive Financial Services Assistant

3 weeks ago


Zachary, Louisiana, United States Edward Jones Full time
About the Role

We are seeking an exceptional Executive Financial Services Assistant to join our team. This role is a critical member of our branch office support team, working closely with our financial advisors to deliver top-notch service to our clients.

Key Responsibilities
  • Client Relationships: Develop and deepen relationships with clients, understanding their unique needs and goals.
  • Business Planning: Assist in developing strategies for the upcoming year, driving business growth and expansion.
  • Marketing Activities: Plan and execute events, marketing campaigns, and other initiatives to attract new clients and retain existing ones.
  • Team Collaboration: Work closely with financial advisors, branch teams, and regional offices to ensure seamless execution of client services.
Requirements

To be successful in this role, you will need:

  • Strong Communication Skills: Excellent verbal and written communication skills, with the ability to effectively interact with clients, colleagues, and leadership.
  • Problem-Solving Ability: Proven problem-solving skills, with the ability to analyze complex situations and develop creative solutions.
  • Attention to Detail: High level of accuracy and attention to detail, ensuring that all tasks are completed to a high standard.
  • Technical Proficiency: Proficient in current and new office technology, with the ability to quickly learn new systems and software.
About Us

We are a Fortune 500 company with over 8 million clients and 19,000 financial advisors across the U.S. and Canada. We are proud to be privately-owned, focusing on our clients' needs rather than shareholder returns. Our purpose is to partner for positive impact, improving the lives of our clients, colleagues, and communities.

Benefits

As an Executive Financial Services Assistant at Edward Jones, you can expect:

  • Competitive Compensation: A competitive salary range of $52,220 - $59,335 per year, based on location and experience.
  • Benefits Package: Comprehensive benefits, including medical and prescription drug coverage, dental, vision, short- and long-term disability, basic life, and AD&D insurance.
  • Professional Development: Opportunities for training, mentorship, and career advancement, helping you grow professionally and personally.
  • Inclusive Environment: A culture that values diversity, equity, and inclusion, where everyone feels welcome and empowered to contribute.


  • Zachary, Louisiana, United States Edward Jones Full time

    We're 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, colleagues, and communities. We believe in a human-centered approach...


  • Zachary, Louisiana, United States SOUTHEAST COMMUNITY Health Systems Full time

    Job DescriptionWe are seeking a highly skilled and experienced Senior Executive Coordinator to join our team at SOUTHEAST COMMUNITY Health Systems. This is an exciting opportunity for a professional with excellent organizational, communication, and analytical skills to provide administrative support to our CEO.Key Responsibilities:Prepare agendas, board...


  • Zachary, Louisiana, United States Soliant Full time

    Job Description:Soliant is seeking a dedicated Speech-Language Pathology Assistant (SLPA) to provide valuable support to elementary school students in need of speech and language services. This full-time position will primarily focus on serving an elementary caseload under the supervision of a licensed Speech-Language Pathologist.Responsibilities:Conduct...


  • Zachary, Louisiana, United States Soliant Full time

    At Soliant, we are seeking a dedicated and dynamic Speech-Language Pathology Assistant (SLPA) to join our team on a full-time basis.This position will primarily focus on serving an elementary caseload, providing valuable support to students in need of speech and language services. The ideal candidate should have a strong background in speech therapy with a...


  • Zachary, Louisiana, United States Edward Jones Full time

    About the RoleAs a Client Relationship Expert at Edward Jones, you will play a crucial part in deepening and broadening client relationships. This is a fulfilling career opportunity for individuals who excel at building strong connections with clients and identifying opportunities to create efficiency.Salary and BenefitsThe estimated annual salary for this...

  • Clinical Assistant

    3 days ago


    Zachary, Louisiana, United States Lane Regional Medical Center Full time

    Lane Regional Medical Center is seeking a skilled and compassionate Clinical Assistant to join our healthcare team. As a Clinical Assistant, you will play a vital role in providing support to our medical staff, assisting with patient care, and maintaining accurate records.This is an excellent opportunity for individuals who are passionate about delivering...


  • Zachary, Louisiana, United States BrightSpring Health Services Full time

    Company Overview:BrightSpring Health Services is a leading provider of community-based care solutions. With over 40 years of experience, we have developed a reputation for delivering high-quality services that meet the unique needs of our clients.About the Job:We are seeking a skilled and compassionate Caregiver Specialist to join our team in Zachary, LA. As...

  • Home Support Staff

    2 days ago


    Zachary, Louisiana, United States BrightSpring Health Services Full time

    Supporting Individuals with DisabilitiesIn this role as a Direct Support Professional, you will have the opportunity to work closely with individuals who require support with daily living activities. Our company, ResCare Community Living, provides a range of services to enable individuals with disabilities to live independently and participate fully in their...


  • Zachary, Louisiana, United States Haven's Gateway PCA Full time

    About the RoleWe are seeking a dedicated Personal Care Assistant to join our team at Haven's Gateway PCA. As a Personal Care Assistant, you will play a vital role in supporting elderly individuals in their daily lives, promoting independence and dignity.This is a part-time opportunity with flexible hours, including all shifts and unlimited hours. Our team is...


  • Zachary, Louisiana, United States Soliant Full time

    Role SummaryWe are seeking a skilled Speech-Language Pathology Assistant to provide full-time support to our team. The ideal candidate will possess a strong background in speech therapy, with at least 1+ year of experience required.About the JobThis role primarily focuses on serving an elementary caseload, offering valuable support to students in need of...


  • Zachary, Louisiana, United States Off The Hook Restaurants Full time

    About Off The Hook RestaurantsAt Off The Hook Restaurants, we are committed to providing a truly authentic Cajun dining experience. Our restaurants offer something for the whole family, with bold flavors and a welcoming atmosphere.We are seeking a Shift Lead to join our team! As a Shift Lead, you will play a pivotal role in supporting daily operations of the...

  • Cashier Assistant

    1 week ago


    Zachary, Louisiana, United States Raising Cane's Full time

    Raising Cane's is a fast-paced and dynamic restaurant environment that requires exceptional customer service skills. As a Cashier, you'll be responsible for ensuring all food orders are prepared to standards, taking orders from customers, and processing payments efficiently.Key Responsibilities:Provide positive customer experiencesClean tables, floors, and...


  • Zachary, Louisiana, United States AMG Integrated Healthcare Management Full time

    About AMG Specialty Hospital - ZacharyAMG Specialty Hospital - Zachary is a leading provider of specialized healthcare services, committed to delivering exceptional patient care and outcomes.Career OpportunityWe are currently seeking a skilled Certified Nursing Assistant (CNA) to join our team in Zachary. As a CNA at AMG Specialty Hospital - Zachary, you...


  • Zachary, Louisiana, United States Off The Hook Restaurants Full time

    About the Role:As a Shift Lead at Off The Hook Restaurants, you will play a pivotal role in supporting daily operations and upholding our standards and culture during every shift. You will work in a fast-paced kitchen environment that requires long periods of standing, lifting, and bending.Main Responsibilities:Partner with General and Assistant General...


  • Zachary, Louisiana, United States Lane Regional Medical Center Full time

    Job Opportunity: Patient Care SpecialistWe are seeking a skilled and compassionate Licensed Practical Nurse to join our healthcare team at Lane Regional Medical Center.About the RoleThe ideal candidate will conduct thorough nursing assessments of patients, including vital sign checks and patient history documentation, with attention to detail and accuracy....


  • Zachary, Louisiana, United States First South Farm Credit Full time

    Gain Valuable Experience with First South Farm CreditThe First South Farm Credit Summer Internship Program provides students with a unique opportunity to work alongside our leading agricultural lenders.You will spend your summer advancing skills in finance, sales, marketing, and customer service while applying business skills in a real-world environment.This...


  • Zachary, Louisiana, United States STRICKLIN & PORTER CONSTRUCTION LLC Full time

    We are seeking a skilled Front Office Coordinator to provide exceptional administrative support and serve as the first point of contact for our company. This role involves managing incoming and outgoing communications, scheduling appointments, creating contacts and opportunities, and maintaining accurate records.Key ResponsibilitiesCommunications Management:...


  • Zachary, Louisiana, United States Lane Regional Medical Center Full time

    Job Overview:Lane Regional Medical Center is seeking a highly skilled Licensed Practical Nurse to join our team. In this role, you will have the opportunity to make a positive impact on the lives of our patients and contribute to the delivery of exceptional patient care.About the Position:As a Licensed Practical Nurse, you will be responsible for performing...


  • Zachary, Louisiana, United States Family Dollar Full time

    Are you passionate about delivering exceptional customer service? We are seeking a highly motivated and enthusiastic individual to join our team as a Family Dollar Sales Associate. About the RoleAs a Sales Associate at Family Dollar, you will be responsible for providing top-notch service to our customers, assisting them with finding the right products, and...


  • Zachary, Louisiana, United States Guitar Center Full time

    Job SummaryWe are seeking a skilled Guitar Repair Technician to join our team at Guitar Center. This role involves providing maintenance and repair services on customer-owned instruments, as well as assisting in the upkeep of store inventory.