Financial Services Associate

3 days ago


Helena, Montana, United States Edward Jones Full time
Company Overview:
Edward Jones is a Fortune 500 company that values its associates and clients. We're proud to serve over seven million clients and have a strong presence in the US and Canada.

We believe in creating a culture of continuous improvement, where our associates can grow professionally and personally. Our inclusive environment fosters collaboration, respect, and open communication.

Salary: $20.00 - $22.26 per hour, depending on experience and qualifications.

Job Description:
As a Branch Office Administrator (BOA), you'll play a critical role in helping clients achieve their long-term financial goals. You'll work closely with Financial Advisors to provide exceptional personalized service, deepening and broadening client relationships, and identifying opportunities to create efficiency.

You'll be responsible for managing multiple priorities in a deadline-driven environment, working independently but with a team of thousands backing you every step of the way. Your active listening skills will help you identify situations in clients' lives that may indicate a need for additional services, driving marketing activities such as planning and executing events.

Required Skills and Qualifications:
* 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

Benefits:
* Comprehensive 6-month training program, including an experienced peer to mentor you
* Wide support network extending from your branch office to your region to the home office
* Opportunities for merit-based salary increases as you progress in the BOA role
* Competitive compensation package, including medical, dental, vision, and other benefits

About Us:
At Edward Jones, we prioritize people and community. We partner for positive impact to improve the lives of our clients, colleagues, and communities. We're an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

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