Financial Services Professional

1 week ago


Burley, Idaho, United States Edward Jones Full time
About the Role

Edward Jones is a leading financial services firm that values its clients and associates alike. As a Branch Office Administrator, you will be an integral part of our team, working closely with Financial Advisors to deliver exceptional client service and support.

Key Responsibilities

The primary focus of this role is to develop and maintain strong relationships with clients, providing personalized service and support to help them achieve their long-term financial goals. Key responsibilities include:
  • Delivering exceptional client service, responding to inquiries, and resolving issues in a timely and professional manner
  • Assisting Financial Advisors with daily tasks, such as scheduling appointments and managing paperwork
  • Developing and implementing marketing strategies to attract new clients and retain existing ones
  • Maintaining accurate records and reporting on client interactions and progress


Requirements

To succeed in this role, you will need:
  • A strong ability to build rapport with clients and colleagues alike
  • Excellent communication and organizational skills
  • A willingness to learn and adapt to changing situations
  • Ability to work independently and as part of a team


Benefits and Compensation

We offer a competitive salary range of $20.00 - $22.26 per hour, commensurate with experience. Other benefits include comprehensive training programs, opportunities for career advancement, and a supportive work environment. Additionally, we provide a comprehensive benefits package, including medical, dental, vision, and life insurance, as well as a 401(k) retirement plan and paid time off.

About Edward Jones

As a Fortune 500 company, we pride ourselves on our commitment to excellence and innovation. Our purpose is to improve the lives of our clients, colleagues, and communities by partnering for positive impact. With over 8 million clients and 19,000 Financial Advisors across the US and Canada, we are proud to be privately-owned and focused on serving our clients' needs rather than shareholder returns.

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