Position: Branch Office Administrator
About: At Edward Jones, located on 12930 Dairy Ashford Rd, Unit 301, Sugar Land, TX, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone and the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems but also anticipate them. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals.
Requirements: High school diploma or equivalent required; ability to deepen and broaden client relationships; ability to identify opportunities to create efficiency; strong ability to work independently; ability to manage multiple priorities in a deadline-driven environment; proficient in current and new office technology; willingness to learn how financial services/markets work
Benefits: medical and prescription drug, dental, vision, voluntary benefits, short- and long-term disability, basic life, and basic AD&D coverage, 401k retirement plan, health savings account, and flexible spending account, 10 paid holidays, 15 days of vacation, sick time, personal days, paid day for volunteerism, merit-based salary increases, comprehensive 6-month training including mentorship, support network, team backing, compensation package, bonuses, profit sharing, Employee Assistance Program
