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Branch Office Support Professional

4 weeks ago


Waukesha, Wisconsin, United States Edward Jones Full time
Be a Relationship Builder, Problem Solver, and Critical Thinker

At Edward Jones, we value our field associates as branch teams. As a Branch Office Administrator, you are a critical member of that team, working alongside the financial advisor to help clients achieve their financial goals. You will be the first voice clients hear when they call and the first face they see when they visit the office. Your primary responsibility is to get to know your clients so well that you not only help them identify their problems but also see them coming a mile away. You will work closely with your financial advisor to develop strategies for the upcoming year and identify opportunities to create efficiency. You will also be responsible for delivering exceptional personalized service to ensure clients feel understood and informed.

Key Responsibilities

Deliver exceptional personalized service to ensure clients feel understood and informed
Take 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
Drive marketing activities such as planning and executing events
Manage multiple priorities in a deadline-driven environment
Proficient in current and new office technology
Willingness to learn how financial services/markets work

What We Offer

At Edward Jones, we are building a place where everyone feels like they belong. We offer a culture of continuous improvement and professional development, reflecting a respect for individuals and their unique contributions. We recognize individual efforts through a rewards program that promotes a long-term career, financial security, and the well-being of you and your family.

Compensation and Benefits

Our compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits, short- and long-term disability, basic life, and basic AD&D coverage. We offer a 401(k) retirement plan, tax-advantaged accounts, and paid holidays, vacation, sick time, personal days, and a paid day for volunteerism.

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 are proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Our Purpose

We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

Join Our Team

At Edward Jones, we are committed to creating a workplace where everyone feels valued, respected, and supported. We believe in a human-centered approach, partnering for positive impact to improve the lives of our clients, colleagues, and communities.

Why Choose Us

We offer a competitive compensation package, comprehensive training, and a supportive team environment. We are committed to diversity, equity, and inclusion, and we strive to create a workplace where everyone feels like they belong.

Ready to Apply

Apply now to become a part of our team and start your career with Edward Jones.

Equal Employment Opportunity

Edward Jones is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace where everyone feels valued, respected, and supported.

Contact Us

For more information about our company and job opportunities, please visit our website or contact us at [insert contact information].

Disclaimer

Edward Jones is not responsible for any errors or omissions in this job description.

Copyright

Copyright 2023 Edward Jones. All rights reserved.

Privacy Policy

Edward Jones is committed to protecting your personal information. Please review our privacy policy for more information.

Terms of Use

By applying for this job, you agree to our terms of use.

Accessibility

Edward Jones is committed to providing an accessible workplace for all employees. If you require accommodations, please contact us at [insert contact information].

Equal Employment Opportunity

Edward Jones is an equal opportunity employer and welcomes applications from diverse candidates.

Disclaimer

Edward Jones is not responsible for any errors or omissions in this job description.

Copyright

Copyright 2023 Edward Jones. All rights reserved.

Privacy Policy

Edward Jones is committed to protecting your personal information. Please review our privacy policy for more information.

Terms of Use

By applying for this job, you agree to our terms of use.

Accessibility

Edward Jones is committed to providing an accessible workplace for all employees. If you require accommodations, please contact us at [insert contact information].

Equal Employment Opportunity

Edward Jones is an equal opportunity employer and welcomes applications from diverse candidates.

Disclaimer

Edward Jones is not responsible for any errors or omissions in this job description.

Copyright

Copyright 2023 Edward Jones. All rights reserved.

Privacy Policy

Edward Jones is committed to protecting your personal information. Please review our privacy policy for more information.

Terms of Use

By applying for this job, you agree to our terms of use.

Accessibility

Edward Jones is committed to providing an accessible workplace for all employees. If you require accommodations, please contact us at [insert contact information].

Equal Employment Opportunity

Edward Jones is an equal opportunity employer and welcomes applications from diverse candidates.

Disclaimer

Edward Jones is not responsible for any errors or omissions in this job description.

Copyright

Copyright 2023 Edward Jones. All rights reserved.

Privacy Policy

Edward Jones is committed to protecting your personal information. Please review our privacy policy for more information.

Terms of Use

By applying for this job, you agree to our terms of use.

Accessibility

Edward Jones is committed to providing an accessible workplace for all employees. If you require accommodations, please contact us at [insert contact information].

Equal Employment Opportunity

Edward Jones is an equal opportunity employer and welcomes applications from diverse candidates.

Disclaimer

Edward Jones is not responsible for any errors or omissions in this job description.

Copyright

Copyright 2023 Edward Jones. All rights reserved.

Privacy Policy

Edward Jones is committed to protecting your personal information. Please review our privacy policy for more information.

Terms of Use

By applying for this job, you agree to our terms of use.

Accessibility

Edward Jones is committed to providing an accessible workplace for all employees. If you require accommodations, please contact us at [insert contact information].

Equal Employment Opportunity

Edward Jones is an equal opportunity employer and welcomes applications from diverse candidates.

Disclaimer

Edward Jones is not responsible for any errors or omissions in this job description.

Copyright

Copyright 2023 Edward Jones. All rights reserved.

Privacy Policy

Edward Jones is committed to protecting your personal information. Please review our privacy policy for more information.

Terms of Use

By applying for this job, you agree to our terms of use.

Accessibility

Edward Jones is committed to providing an accessible workplace for all employees. If you require accommodations, please contact us at [insert contact information].

Equal Employment Opportunity

Edward Jones is an equal opportunity employer and welcomes applications from diverse candidates.

Disclaimer

Edward Jones is not responsible for any errors or omissions in this job description.

Copyright

Copyright 2023 Edward Jones. All rights reserved.

Privacy Policy

Edward Jones is committed to protecting your personal information. Please review our privacy policy for more information.

Terms of Use

By applying for this job, you agree to our terms of use.

Accessibility

Edward Jones is committed to providing an accessible workplace for all employees. If you require accommodations, please contact us at [insert contact information].

Equal Employment Opportunity

Edward Jones is an equal opportunity employer and welcomes applications from diverse candidates.

Disclaimer

Edward Jones is not responsible for any errors or omissions in this job description.

Copyright

Copyright 2023 Edward Jones. All rights reserved.

Privacy Policy

Edward Jones is committed to protecting your personal information. Please review our privacy policy for more information.

Terms of Use

By applying for this job, you agree to our terms of use.

Accessibility

Edward Jones is committed to providing an accessible workplace for all employees. If you require accommodations, please contact us at [insert contact information].

Equal Employment Opportunity

Edward Jones is an equal opportunity employer and welcomes applications from diverse candidates.

Disclaimer

Edward Jones is not responsible for any errors or omissions in this job description.

Copyright

Copyright 2023 Edward Jones. All rights reserved.

Privacy Policy

Edward Jones is committed to protecting your personal information. Please review our privacy policy for more information.

Terms of Use

By applying for this job, you agree to our terms of use.

Accessibility

Edward Jones is committed to providing an accessible workplace for all employees. If you require accommodations, please contact us at [insert contact information].

Equal Employment Opportunity

Edward Jones is an equal opportunity employer and welcomes applications from diverse candidates.

Disclaimer

Edward Jones is not responsible for any errors or omissions in this job description.

Copyright

Copyright 2023 Edward Jones. All rights reserved.

Privacy Policy

Edward Jones is committed to protecting your personal information. Please review our privacy policy for more information.

Terms of Use

By applying for this job, you agree to our terms of use.

Accessibility

Edward Jones is committed to providing an accessible workplace for all employees. If you require accommodations, please contact us at [insert contact information].

Equal Employment Opportunity

Edward Jones is an equal opportunity employer and welcomes applications from diverse candidates.

Disclaimer

Edward Jones is not responsible for any errors or omissions in this job description.

Copyright

Copyright 2023 Edward Jones. All rights reserved.

Privacy Policy

Edward Jones is committed to protecting your personal information. Please review our privacy policy for more information.

Terms of Use

By applying for this job, you agree to our terms of use.

Accessibility

Edward Jones is committed to providing an accessible workplace for all employees. If you require accommodations, please contact us at [insert contact information].

Equal Employment Opportunity

Edward Jones is an equal opportunity employer and welcomes applications from diverse candidates.

Disclaimer

Edward Jones is not responsible for any errors or omissions in this job description.

Copyright

Copyright 2023 Edward Jones. All rights reserved.

Privacy Policy

Edward Jones is committed to protecting your personal information. Please review our privacy policy for more information.

Terms of Use

By applying for this job, you agree to our terms of use.

Accessibility

Edward Jones is committed to providing an accessible workplace for all employees. If you require accommodations, please contact us at [insert contact information].

Equal Employment Opportunity

Edward Jones is an equal opportunity employer and welcomes applications from diverse candidates.

Disclaimer

Edward Jones is not responsible for any errors or omissions in this job description.

Copyright

Copyright 2023 Edward Jones. All rights reserved.

Privacy Policy

Edward Jones is committed to protecting your personal information. Please review our privacy policy for more information.

Terms of Use

By applying for this job, you agree to our terms of use.

Accessibility

Edward Jones is committed to providing an accessible workplace for all employees. If you require accommodations, please contact us at [insert contact information].

Equal Employment Opportunity

Edward Jones is an equal opportunity employer and welcomes applications from diverse candidates.

Disclaimer

Edward Jones is not responsible for any errors or omissions in this job description.

Copyright

Copyright 2023 Edward Jones. All rights reserved.

Privacy Policy

Edward Jones is committed to protecting your personal information. Please review our privacy policy for more information.

Terms of Use

By applying for this job, you agree to our terms of use.

Accessibility

Edward Jones is committed to providing an accessible workplace for all employees. If you require accommodations, please contact us at [insert contact information].

Equal Employment Opportunity

Edward Jones is an equal opportunity employer and welcomes applications from diverse candidates.

Disclaimer

Edward Jones is not responsible for any errors or omissions in this job description.

Copyright

Copyright 2023 Edward Jones. All rights reserved.

Privacy Policy

Edward Jones is committed to protecting your personal information. Please review our privacy policy for more information.

Terms of Use

By applying for this job, you agree to our terms of use.

Accessibility

Edward Jones is committed to providing an accessible workplace for all employees. If you require accommodations, please contact us at [insert contact information].

Equal Employment Opportunity

Edward Jones is an equal opportunity employer and welcomes applications from diverse candidates.

Disclaimer

Edward Jones is not responsible for any errors or omissions in this job description.

Copyright

Copyright 2023 Edward Jones. All rights reserved.

Privacy Policy

Edward Jones is committed to protecting your personal information. Please review our privacy policy for more information.

Terms of Use

By applying for this job, you agree to our terms of use.

Accessibility

Edward Jones is committed to providing an accessible workplace for all employees. If you require accommodations, please contact us at [insert contact information].

Equal Employment Opportunity

Edward Jones is an equal opportunity employer and welcomes applications from diverse candidates.

Disclaimer

Edward Jones is not responsible for any errors or omissions in this job description.

Copyright

Copyright 2023 Edward Jones. All rights reserved.

Privacy Policy

Edward Jones is committed to protecting your personal information. Please review our privacy policy for more information.

Terms of Use

By applying for this job, you agree to our terms of use.

Accessibility

Edward Jones is committed to providing an accessible workplace for all employees. If you require accommodations, please contact us at [insert contact information].

Equal Employment Opportunity

Edward Jones is an equal opportunity employer and welcomes applications from diverse candidates.

Disclaimer

Edward Jones is not responsible for any errors or omissions in this job description.

Copyright

Copyright 2023 Edward Jones. All rights reserved.

Privacy Policy

Edward Jones is committed to protecting your personal information. Please review our privacy policy for more information.

Terms of Use

By applying for this job, you agree to our terms of use.

Accessibility

Edward Jones is committed to providing an accessible workplace for all employees. If you require accommodations, please contact us at [insert contact information].

Equal Employment Opportunity

Edward Jones is an equal opportunity employer and welcomes applications from diverse candidates.

Disclaimer

Edward Jones is not responsible for any errors or omissions in this job description.

Copyright

Copyright 2023 Edward Jones. All rights reserved.

Privacy Policy

Edward Jones is committed to protecting your personal information. Please review our privacy policy for more information.

Terms of Use

By applying for this job, you agree to our terms of use.

Accessibility

Edward Jones is committed to providing an accessible workplace for all employees. If you require accommodations, please contact us at [insert contact information].

Equal Employment Opportunity

Edward Jones is an equal opportunity employer and welcomes applications from diverse candidates.

Disclaimer

Edward Jones is not responsible for any errors or omissions in this job description.

Copyright

Copyright 2023 Edward Jones. All rights reserved.

Privacy Policy

Edward Jones is committed to protecting your personal information. Please review our privacy policy for more information.

Terms of Use

By applying for this job, you agree to our terms of use.

Accessibility

Edward Jones is committed to providing an accessible workplace for all employees. If you require accommodations, please contact us at [insert contact information].

Equal Employment Opportunity

Edward Jones is an equal opportunity employer and welcomes applications from diverse candidates.

Disclaimer

Edward Jones is not responsible for any errors or omissions in this job description.

Copyright

Copyright 2023 Edward Jones. All rights reserved.

Privacy Policy

Edward Jones is committed to protecting your personal information. Please review our privacy policy for more information.

Terms of Use

By applying for this job, you agree to our terms of use.

Accessibility

Edward Jones is committed to providing an accessible workplace for all employees. If you require accommodations, please contact us at [insert contact information].

Equal Employment Opportunity

Edward Jones is an equal opportunity employer and welcomes applications from diverse candidates.

Disclaimer

Edward Jones is not responsible for any errors or omissions in this job description.

Copyright

Copyright 2023 Edward Jones. All rights reserved.

Privacy Policy

Edward Jones is committed to protecting your personal information. Please review our privacy policy for more information.

Terms of Use

By applying for this job, you agree to our terms of use.

Accessibility

Edward Jones is committed to providing an accessible workplace for all employees. If you require accommodations, please contact us at [insert contact information].

Equal Employment Opportunity

Edward Jones is an equal opportunity employer and welcomes applications from diverse candidates.

Disclaimer

Edward Jones is not responsible for any errors or omissions in this job description.

Copyright

Copyright 2023 Edward Jones. All rights reserved.

Privacy Policy

Edward Jones is committed to protecting your personal information. Please review our privacy policy for more information.
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