Key Role in Financial Planning

1 week ago


Leduc, Alberta, Canada Edward Jones Full time

Discover a fulfilling career as a Branch Office Administrator with Edward Jones, a Fortune 500 company dedicated to improving the lives of our clients and colleagues. With over 8 million clients across the U.S. and Canada, we are proud to be privately-owned, focusing on client satisfaction rather than shareholder returns.

Competitive Compensation

The estimated annual salary for this role is $52,000-$63,000, based on factors like location and experience. Our comprehensive compensation package includes bonus potential, profit sharing, a 401(k) or Group RRSP, and competitive health benefits.

About the Job

In this critical role, you will team up with Financial Advisors to help clients achieve their long-term financial goals. As a valued member of the client team, you will provide exceptional personalized service, actively listen to clients' needs, and drive marketing activities like planning and executing events.

Responsibilities:
  • Deliver exceptional customer service to ensure clients feel understood and informed
  • Take an active role in annual business planning to develop strategies for the upcoming year
  • Actively listen for situations indicating a need for additional services
  • Drive marketing activities such as planning and executing events
Requirements

To succeed in this role, you should possess strong communication skills, the ability to work independently, and proficiency in current office technology. You should also be willing to learn how financial services and markets work.

About Us

We believe in partnering for positive impact to improve the lives of our clients and colleagues. We are an innovative, flexible, inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. At Edward Jones, people are at the center of our partnership.



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