Branch Office Administrator (Full Time)

Company

Edward Jones

Description

Edward Jones is one of the nation’s fastest-growing financial services firms. In North America, we
currently serve nearly 7 million clients through our network of more than 13,000 branch offices*. We are
seeking highly motivated, results-oriented individuals as we continue to grow and meet the needs of the
long-term individual investor. Our commitment to providing a workplace that both challenges us and
rewards our associates has contributed to our inclusion in Aon’s List of Best Employers in Canada for 16
consecutive years. The firm placed in the top 25% for employee engagement in the 2018 list, published in
Canadian Business Magazine.
Role: Branch Office Administrator

Description: Our branch office is seeking a Branch Office Administrator to provide support to the
existing Financial Advisor (FA). The associate in this branch will support the day to day operations
including answering incoming calls, handling client, vendor, and FA inquiries along with scheduling
appointments and general administrative support.

Key Responsibilities:

  • Providing support to incoming telephone calls and written correspondence from FAs, BOAs,
    and/or clients in both an independent and team structure considering different variables such
    as legal/regulatory guidelines and risk to the firm; associate will not provide solutions,
    guidance and recommendations on the suitability of investments as it pertains to clients.
  • Completing necessary training and keeping up to date on changes in processes or information
    necessary to do the job.
  • Continuing their learning and development through daily department emails, team meetings,
    and continuing education sessions.
  • Contributing to the overall success of the team by acting as a resource for others and
    supporting new initiatives, projects, or process changes.
  • Identifying opportunities for improvements or enhancements within the team.

Position Requirements:

  • Minimum of 1-2 years of customer service experience or comparable experience working in
    the financial services industry or Edward Jones is preferred.
  • Bachelor’s degree is preferred or equivalent work experience.
  • Excellent verbal and written communication skills.
  • Ability to respond and adapt to callers and peers with appropriate tone, organized thoughts,
    and confidence.
  • Ability to respond to written correspondence in a clear, succinct manner using correct
    grammar, spelling and format.
  • Organizational and time management skills with ability to multi-task and follow up
    appropriately to take issues to resolution.
  • Capable of working in a fast paced, team oriented environment, quickly learning and applying
    new information.
  • Strong computer skills are required, including effective use of Microsoft Office applications and
    Internet Explorer.
  • Proficiency of applicable Edward Jones systems

 

How to Apply

Apply today by sending your resume to : FAX-CANBOA@edwardjones.com

*Edward Jones is a limited partnership in Ontario, Canada, and is a wholly owned subsidiary of
Edward D. Jones & Co., L.P., a Missouri limited partnership (“Jones US”). Jones US and its parent do
not guarantee the obligations or liabilities of Edward Jones.

Edward Jones is an equal opportunity employer, committed to providing accessible employment and
developing an inclusive culture. Should you require accommodation at any time in the application for
employment or during your employment, please contact us at 1-866-788-4979. We believe that
diverse ideas, opinions and perspectives are good for building business.