Financial Services Representative

4 days ago


Westbrook, Maine, United States Edward Jones Full time
Job Overview

We are seeking a highly skilled and motivated Branch Office Administrator to join our team at Edward Jones. As a key member of our branch team, you will play a critical role in helping our clients achieve their financial goals.

Key Responsibilities
  • Deliver exceptional personalized service to our clients, ensuring they 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 our clients' lives that may indicate a need for additional services.
  • Drive marketing activities such as planning and executing events.
What We Offer

As a Branch Office Administrator at Edward Jones, you can expect a comprehensive compensation package, including bonus potential, profit sharing, a 401(k) or Group RRSP, and competitive health benefits. You will also have access to paid time off, including vacation, sick, holidays, and personal days.

Requirements
  • 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.
About Us

Edward Jones is a Fortune 500 company where people come first. We are proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Our purpose is to partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.



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