Project Coordinator, BRDEV @ Edward Jones | Jobright.ai
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Edward Jones · 7 hours ago

Project Coordinator, BRDEV

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Responsibilities

Build strong and valued partnerships with Market Leaders, Market team members, Field Leadership, Key Stakeholders and Home office to achieve market objectives.
Utilize market business plan to forecast, plan and recommend activities aligned to market objectives. This includes market training and education events, collaboration with guest speakers, High Performing Team leads and product partners, and recommendations and guidance on field events that align to market outcomes.
Plan, coordinate, and monitor market events aligned to market outcomes, culture, and engagement. This includes venue selection, collaboration with Market team, presenters, and special guests to develop agendas and ensure content alignment, collaboration with key stakeholders for meeting planning (event invitations, day of instructions, menus, travel, accommodations.
Serve as a key member of the Market Team by managing the Market Leader's schedule, travel, and expense reimbursement.
Manage Market budgets by monitoring usage, forecasting costs based on planned events, recommending processes for allocations, and monitoring Market Health and Performance funds, special funds, and region allocations to ensure appropriate use of the funds and expense codes.
Create market communication plans tailored to each market's desired outcomes, gaps, and opportunities. This may include shared OneNote(s), SharePoint sites, creation of Executive level PowerPoint presentations, RL/region emails, FA Recognition, event reminders, and strategy/results updates.
Manage, monitor, and prioritize market projects using strong verbal and written communication skills, project management skills, and the ability to build strong relationships to influence outcomes.
Handle challenging and/or sensitive conversations in a professional and confidential manner and know when to get others involved to manage issues and risks.
Consistently increase efficiencies for team members across the department by improving processes.
Serves as a role model for the department, manifested through core work execution, actions and contributions to the market teams, department, and firm.

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.

Microsoft Office SuiteEvent PlanningProject ManagementTravel Booking (Concur)Calendar ManagementExpense ReimbursementsBudget ForecastingIndependently Learn Processes

Required

Proficient in the Microsoft Office Suite (OneNote, SharePoint, Word, Excel, PowerPoint, and Outlook)
Demonstrates strong organizational skills and time management abilities.
Excellent verbal and written communication skills needed.
Experience with event planning, travel booking (Concur), calendar management and expense reimbursements.
Ability to establish controls and manage risks related to budget forecasting and allocations, project costs and determine return on investment.
Strong project management skills, ability to organize work, breakdown complex tasks into manageable components, and manage a schedule and deadlines.
Identify, prioritize, monitor, communicate, and/or resolve issues that can impact a project or business outcome.
Ability to identify resources and independently learn new processes.

Preferred

Bachelor's degree preferred or relevant experience.

Benefits

Medical and prescription drug
Dental
Vision
Voluntary benefits (such as accident, hospital indemnity, and critical illness)
Short- and long-term disability
Basic life
Basic AD&D coverage
401k retirement plan
Health savings account
Flexible spending account
Ten paid holidays
15 days of vacation for new associates
Sick time
Personal days
Paid day for volunteerism
Bonuses and profit sharing
Employee Assistance Program

Company

Edward Jones

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Edward Jones provides personalized investment advisory, brokerage, and management services.

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
Represents job field similar to this job
Trends of Total Sponsorships
2021 (7)
2020 (2)

Funding

Current Stage
Late Stage
Total Funding
$337.51M
2024-04-01Undisclosed· $10.6M
2023-09-12Undisclosed· $6.48M
2023-04-13Undisclosed· $1.4M

Leadership Team

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Dave Scheffer
Director of Operations
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David Chubak
Head Of Wealth Management
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