Edward Jones · 2 days ago
Branch Office Administrator
Wonder how qualified you are to the job?
Angel InvestmentConsulting
Insider Connection @Edward Jones
Responsibilities
Delivering exceptional personalized service to ensure clients feel understood and informed
Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year
Actively listening for situations in the clients' lives that may indicate a need for additional services
Driving marketing activities such as planning and executing events
Qualification
Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.
Required
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
Benefits
Comprehensive 6-month training including mentorship
Wide support network
Paid time off (vacation, sick, holidays, personal days)
Bonus potential
Profit sharing
401k (U.S.) or Group RRSP (Canada)
Comprehensive health benefits
Company
Edward Jones
Edward Jones provides investment advisory and management services to individual investors.
H1B Sponsorship
Edward Jones has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Trends of Total Sponsorships
2021 (7)
2020 (2)
Funding
Current Stage
Late StageTotal Funding
$327.47M2024-04-01Undisclosed· $0.55M
2023-09-12Series Unknown· $6.48M
2023-04-13Undisclosed· $1.4M
Recent News
Richland Source
2024-06-05
2024-06-05
Financial Planning
2024-04-24
Company data provided by crunchbase