Edward Jones Careers

Providing administrative support, managing client interactions, and assisting in business planning for a financial services branch. | Strong communication, attention to detail, adaptability, and proficiency with digital tools like Microsoft Office. | About the position If you find yourself looking for a fulfilling career , the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We’re proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results. Role Summary: As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment. We’ll give you the support you need. Our team will be there every step of the way, providing: Comprehensive 6-month training including an experienced peer to help mentor you A wide support network that extends from your branch office to your region to the home office You’ll often work independently but will have a team of thousands backing you every step of the way Can you see yourself… Delivering exceptional personalized service to ensure clients feel understood and informed Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year Actively listen for situations in the clients' lives that may indicate a need for additional services Driving marketing activities such as planning and executing events Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Awards and Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Responsibilities • Delivering exceptional personalized service to ensure clients feel understood and informed • Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year • Actively listen for situations in the clients' lives that may indicate a need for additional services • Driving marketing activities such as planning and executing events • Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. • Respond to inquiries, resolve issues, and ensure an exceptional experience. • Develop and maintain strong relationships with clients, referral sources, and internal client support team members. • Aptitude to learn and understand the financial services industry. • Includes account opening, handling account transfers and other requests at the direction of the financial advisor. • Process account transactions, prepare documentation, and maintain accurate client records. • Strong ability to work independently at the direction of the financial advisor. • Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. • Streamlining processes with updating SOPs and strategically execute on the branch business plan. Requirements • Analytical Thinking • Attention to Detail • Adaptability • Conversational Skills • Digital Tool Utilization • Team Collaboration • Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software. Benefits • Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. • Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. • Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. • Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. • Associates may be eligible for bonuses and profit sharing. • All associates are eligible for the firm's Employee Assistance Program.

Provide strategic HR partnership to Canadian business units, ensure legal compliance, leverage data for decision-making, and lead talent and organizational change initiatives. | Senior-level HR experience with expertise in Canadian employment law, strategic business partnering, data-driven HR decision-making, leadership coaching, and change management. | The Senior HR Business Partner (Sr HRBP) is a strategic advisor and cultural champion for Edward Jones' Canadian business unit. This role consolidates HR business partnership across Wealth Management, Practice Management, and Enabling Functions, offering end-to-end strategic support to the Canadian home office functions. The Sr HRBP ensures that enterprise-wide human capital strategies are tailored to Canadian market realities, legal requirements, and operational nuances. Though an individual contributor, the role mentors HRBPs, acts as a role model, and elevates the strategic capability of the broader HRBP job family. It serves as the local HR expert and connection point, driving people decisions through data, insights, and deep business acumen. Key Responsibilities: Strategic Partnering and Business Planning • Act as the single point of HR partnership across all Canadian divisions, providing an integrated, enterprise-wide people strategy. • Translate Canadian business strategies and growth objectives into actionable human capital plans. • Partner directly with the Canadian Leadership Team to anticipate workforce needs, shape talent strategies, and manage organizational risks. Canadian Expertise and Connection • Provide Canadian specific HR guidance on employment law and practices to ensure legal and regulatory compliance. • Leverage knowledge of HC operations and processes and Work with HC process owners to inform and shape HC processes, including HC technology design and configuration taking into account market context. • Partner with U.S. based HRBPs on enabling functions to ensure Canadian realities are fully incorporated into strategies, programs, and decision-making. • Act as the bridge between Canadian leaders and enterprise HR teams, aligning on firmwide direction while advocating for the Canadian business unit. Data, Analytics and Execution • Leverage HR analytics, workforce data, and talent insights to influence leadership decisions and measure impact of initiatives. • Drive execution of complex HR programs with precision and agility, ensuring timely and consistent delivery across all divisions. • Champion innovative HR practices, including the use of digital tools and technology, to improve efficiency and colleague experience. Talent, Leadership and Change • Partner with leaders to identify, develop and retain top talent, with a focus on bench strength and succession readiness • Provide coaching to senior leaders and mentorship to other HR colleagues, building consulting, problem-solving and strategic skills across the team. • Lead organizational change and transformation efforts with empathy, transparency and rigor.