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Financial Services Associate

2 months ago

Whistler, British Columbia, Canada Edward Jones Full time
About the Role

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 delivering exceptional client service and supporting our financial advisors in achieving their goals.

Key Responsibilities
  • Develop and maintain strong relationships with clients to understand their financial needs and goals.
  • Assist financial advisors in developing and implementing client plans, including identifying opportunities to create efficiency and deepen client relationships.
  • Manage multiple priorities in a deadline-driven environment, ensuring timely completion of tasks and projects.
  • Stay up-to-date with current and new office technology, and provide technical support as needed.
  • Participate in ongoing training and professional development to enhance skills and knowledge.
What We Offer

As a Branch Office Administrator at Edward Jones, you will enjoy a comprehensive compensation package, including bonus potential, profit sharing, and comprehensive health benefits. You will also have access to ongoing training and professional development opportunities, as well as a supportive team environment that values diversity and inclusion.

Requirements
  • Ability to develop and maintain strong relationships with clients.
  • Strong communication and interpersonal skills.
  • Ability to work independently and manage multiple priorities in a deadline-driven environment.
  • Proficient in current and new office technology.
  • Willingness to learn and adapt to new situations.