About the Company
Edward Jones is a financial services firm dedicated to serving the needs of individual investors in communities across North America. We are focused on you and on understanding your needs. We’ve built our business by creating deep, personal relationships with our clients and by providing tailored investment advice and solutions. Our mission is to help serious long-term investors achieve their financial goals, and we’re committed to making a positive impact in the lives of our clients and the communities where we live and work.
Job Description
We are seeking a highly organized and detail-oriented Financial Admin Assistant to join our wealth management team in Sandy, UT. This role is crucial for providing comprehensive administrative support to financial advisors, ensuring smooth daily operations, and enhancing the client experience. The ideal candidate will have a strong interest in financial services, exceptional communication skills, and a proactive approach to problem-solving. You will be instrumental in managing client documentation, scheduling appointments, preparing reports, and facilitating client communications, all while adhering to strict regulatory compliance.
Key Responsibilities
- Provide administrative support to financial advisors, including managing calendars, scheduling appointments, and preparing meeting materials.
- Process and maintain client documentation, ensuring accuracy and compliance with all industry regulations and company policies.
- Handle client inquiries via phone and email, providing excellent customer service and directing complex issues to the appropriate advisor.
- Assist with the preparation of financial reports, presentations, and client reviews.
- Coordinate marketing activities and client events as directed by advisors.
- Maintain organized physical and electronic filing systems.
- Manage office supplies and equipment, ensuring the branch operates efficiently.
- Collaborate with other team members to ensure seamless workflow and consistent client service.
- Adhere to all compliance standards and operational procedures.
Required Skills
- Proven administrative experience, preferably in a fast-paced office environment.
- Exceptional organizational skills and attention to detail.
- Strong written and verbal communication abilities.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
- Ability to manage multiple tasks and prioritize effectively.
- High level of integrity and ability to handle confidential information with discretion.
Preferred Qualifications
- Previous experience in financial services, banking, or wealth management.
- Associate's or Bachelor's degree in Business Administration, Finance, or a related field.
- Familiarity with CRM software (e.g., Salesforce) and financial planning tools.
- Knowledge of industry regulations and compliance standards (e.g., FINRA, SEC).
Perks & Benefits
- Comprehensive health, dental, and vision insurance.
- 401(k) retirement plan with company match.
- Paid time off (vacation, sick leave, holidays).
- Opportunities for professional development and continuing education.
- Employee assistance program.
- Life and disability insurance.
How to Apply
If you are interested in this position, please click the "Apply Now" button below. To ensure your application is properly considered, please prepare the following:
- An up-to-date Resume or CV
- A brief cover letter summarizing your experience and motivation
Applications are reviewed on a rolling basis. Only shortlisted candidates will be contacted for an interview.
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