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Financial Services Associate

2 months ago

Ponte Vedra Beach, Florida, United States Edward Jones Full time
About the Role

We are seeking a highly skilled and motivated individual to join our team as a Branch Office Administrator. As a key member of our branch team, you will play a critical role in delivering exceptional client service and supporting the financial advisor in achieving their goals.

Key Responsibilities
  • Develop and maintain strong relationships with clients to understand their financial needs and goals.
  • Assist the financial advisor in developing and implementing business plans to drive growth and revenue.
  • Provide administrative support to the branch team, including managing schedules, coordinating events, and maintaining accurate records.
  • Stay up-to-date on industry trends and developments to provide expert advice and guidance to clients.
  • Collaborate with the branch team to achieve business objectives and drive results.
What We Offer

As a Branch Office Administrator at Edward Jones, you will have the opportunity to work in a dynamic and supportive environment that values your contributions and provides opportunities for growth and development. We offer a competitive compensation package, comprehensive benefits, and a rewards program that recognizes individual efforts.

Requirements
  • Strong communication and interpersonal skills to build and maintain relationships with clients and colleagues.
  • Ability to work independently and as part of a team to achieve business objectives.
  • Proficient in current and new office technology, including software and systems.
  • Willingness to learn and adapt to changing business needs and industry trends.
  • Ability to manage multiple priorities and deadlines in a fast-paced environment.
About Us

Edward Jones is a Fortune 500 company that values its associates and provides opportunities for growth and development. We are committed to building a diverse and inclusive workplace that attracts, develops, and inspires performance excellence and a sense of belonging. Join us in our mission to improve the lives of our clients and colleagues, and together, better our communities and society.