Financial Services Associate

4 weeks 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
  • Provide exceptional client service and support to our clients, ensuring they feel understood and informed.
  • Assist in the annual business planning process to develop strategies for the upcoming year.
  • Identify opportunities to create efficiency and improve processes.
  • Manage multiple priorities in a deadline-driven environment.
  • Stay up-to-date with current and new office technology.
  • Develop a strong understanding of financial services and markets.
What We Offer

We offer a comprehensive compensation package, including bonus potential, profit sharing, a 401(k) or Group RRSP, and competitive health benefits. Our associates also receive paid time off, including vacation, sick, holidays, and personal days.

Requirements
  • Ability to deepen and broaden client relationships.
  • 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're 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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