About the Company
Edward Jones is a financial services firm focused on a serious, long-term approach to investing that helps individual investors, families, and businesses reach their financial goals. With a vast network of branch offices across North America, we pride ourselves on building deep relationships and offering personalized financial advice.
Job Description
Join Edward Jones as a Financial Administrative Assistant with a focus on Wealth Management in our Victorville branch office. This pivotal role supports our financial advisors by ensuring smooth daily operations, exceptional client service, and efficient management of administrative tasks. You will be instrumental in maintaining client relationships, processing paperwork accurately, and contributing to the overall success of the branch, all while adhering to industry regulations and firm policies. If you are detail-oriented, client-focused, and eager to grow your career in the financial services industry, we encourage you to apply.
Key Responsibilities
- Provide comprehensive administrative support to one or more financial advisors.
- Serve as the primary point of contact for clients, addressing inquiries and scheduling appointments.
- Process and manage client paperwork, including new accounts, transfers, and service requests, ensuring accuracy and compliance.
- Maintain organized client files and digital records with utmost confidentiality.
- Assist with marketing activities, client events, and community outreach efforts.
- Manage office supplies, equipment, and general branch office organization.
- Proactively identify opportunities to enhance client service and operational efficiency.
- Handle incoming and outgoing communications, including phone calls, emails, and mail.
Required Skills
- Strong organizational and time management skills.
- Excellent written and verbal communication abilities.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
- High level of attention to detail and accuracy.
- Ability to work independently and as part of a team.
- Proven ability to maintain confidentiality and handle sensitive information.
- Exceptional client service orientation.
Preferred Qualifications
- Associate's or Bachelor's degree in Business, Finance, or a related field.
- Previous administrative experience in a financial services or wealth management environment.
- Knowledge of investment products and financial terminology.
- Experience with CRM software (e.g., Salesforce).
- FINRA Series 7 and/or Series 66 licensing (or willingness to obtain).
Perks & Benefits
- Competitive salary and performance-based bonuses.
- Comprehensive health, dental, and vision insurance.
- 401(k) retirement plan with company match.
- Paid time off and holidays.
- Opportunities for professional development and licensing support.
- A supportive and collaborative team environment.
- Access to cutting-edge financial tools and resources.
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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