Executive Financial Services Assistant
3 weeks ago
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.
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.
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.
BenefitsAs 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.
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