Edward Jones: Offers investment management and financial planning through local branches.
Provide administrative and client support to financial advisors; manage accounts, process transactions, and use tools like MoneyGuide, Salesforce, and Microsoft Office.
Edward Jones: Offers investment management and financial planning through local branches.
Provide client service and administrative support to financial advisors, manage account transactions and documentation, support marketing/events, and use tools like MoneyGuide, Salesforce, and Microsoft Office.
Edward Jones: Offers investment management and financial planning through local branches.
Provide client service and administrative support to financial advisors; account processing and documentation; strong computer literacy, attention to detail, analytical thinking, and communication skills.
Edward Jones: Financial services firm providing wealth management and investment advice.
Client service, account management, administrative support, analytical thinking, attention to detail, adaptability, conversational skills, and digital tool use (MoneyGuide, Salesforce, Microsoft Office).
2+ YOE2+ years client services/administrative support in financial services preferred; bachelor’s/associate’s preferred; strong communication, multitasking, Salesforce experience, ability to prepare client paperwork and support advisors.