About the position
Join the Branch Development Strategy and Operations Division at Edward Jones to join over 500 other associates who have a passion for serving our branch teams and clients' needs by tailoring solutions to ensure the most effective outcome, all while demonstrating a spirit of caring. The Division's mission is to provide timely answers, guidance, and support for our clients, branch teams and home office associates to enable an ideal client experience. The Tailored Branch Add-to-Staff Support Service Specialist II partners with multiple Financial Advisors(FA) and their Client Support Team(CST)/Branch Office Administrator(BOA) by executing upon and performing the BOA 5 Core Elements to support the branch business plan objectives and increase overall branch capacity.
Responsibilities
- Partner with multiple branch teams (FAs/CSTs/BOAs) virtually to plan and execute branch functions needed and add value through project work, client outreach, account maintenance and research, etc.
- Deliver excellent remote service by anticipating branch and client needs and delivering the right outcome through branch partnership and effective communication.
- Provide a high level of support to multiple branch teams (FAs/CSTs/BOAs) and serve as a resource to share ideas, problem solve, and take action.
- Advanced administrative support- i.e.: Identify and share opportunities, schedule/follow up on appointments, account maintenance, document management, etc.
- Leverage high level of administrative experience as branch partner to increase capacity through remote support.
Requirements
- Minimum of 3 years of administrative support or customer service experience.
- Bachelor's degree preferred or equivalent experience.
- Excellent client service skills.
- Strong problem solving and analytical skills.
- Excellent verbal and written communication skills.
- Organizational and time management skills with ability to multi-task.
- Strong computer skills including effective use of Microsoft Office applications.
- Capable of working in a fast paced, team-oriented environment, quickly learning and applying new and complex information.
- MUST be located in the MST or PST time zones.
Benefits
- Medical and prescription drug coverage.
- Dental and vision insurance.
- Voluntary benefits (such as accident, hospital indemnity, and critical illness).
- Short- and long-term disability coverage.
- Basic life and basic AD&D coverage.
- 401k retirement plan.
- Health savings account and flexible spending account.
- Ten paid holidays.
- Fifteen days of vacation for new associates beginning on January 1 of each year.
- Sick time, personal days, and a paid day for volunteerism.
- Eligibility for bonuses and profit sharing.
- Employee Assistance Program.
