About Company
Edward Jones is a financial services firm focused on improving the lives of its clients and colleagues. With over 19,000 branch offices across North America, we’re dedicated to a one-on-one approach, providing personalized financial advice and solutions to individual investors. We pride ourselves on building deep relationships within the communities we serve, empowering individuals and families to achieve their long-term financial goals. Joining Edward Jones means becoming part of a supportive team where your contributions are valued, and your professional growth is encouraged.
Job Description
Are you a highly organized, detail-oriented professional with a passion for providing exceptional administrative support? Edward Jones is seeking a dedicated and proactive Administrative Assistant to join our vibrant team in Downtown Titusville. In this pivotal full-time role, you will be the backbone of our local office, ensuring smooth daily operations and contributing significantly to the client experience. You will manage a diverse range of responsibilities, from greeting clients and handling communications to organizing schedules and maintaining critical records, all while adhering to strict compliance standards. This position is perfect for someone who thrives in a fast-paced environment, possesses excellent interpersonal skills, and is eager to make a tangible impact on our success and client satisfaction. We are looking for an individual who is not only efficient but also possesses a friendly, welcoming demeanor, capable of fostering strong relationships with clients and team members alike. If you are committed to accuracy, confidentiality, and providing top-tier service, we invite you to explore this exciting opportunity to grow your career with a reputable financial services leader.
Key Responsibilities
- Serve as the primary point of contact for clients, greeting them warmly in person and over the phone, and directing inquiries appropriately.
- Manage and maintain client records with the utmost accuracy and confidentiality, ensuring compliance with all regulatory guidelines.
- Schedule and confirm appointments for financial advisors, managing calendars and optimizing workflow.
- Prepare and process essential client-related paperwork, reports, and correspondence.
- Handle incoming and outgoing mail, email, and fax communications efficiently.
- Maintain office supplies inventory, place orders, and ensure the office environment is organized and professional.
- Assist with planning and coordinating client events, seminars, and marketing activities.
- Perform general administrative duties such as data entry, filing, scanning, and photocopying.
- Support financial advisors in preparing for client meetings and follow-up activities.
- Troubleshoot minor office equipment issues and coordinate with external vendors for repairs as needed.
- Adhere strictly to company policies, procedures, and industry regulations.
Required Skills
- Proven experience in an administrative or office support role (minimum 2 years).
- Exceptional organizational and time management abilities.
- Strong proficiency in Microsoft Office Suite (Word, Excel, Outlook).
- Excellent verbal and written communication skills.
- High level of attention to detail and accuracy.
- Ability to handle sensitive information with discretion and maintain confidentiality.
- Demonstrated ability to multitask and prioritize effectively in a dynamic environment.
- Customer service-oriented mindset with a professional and friendly demeanor.
Preferred Qualifications
- Associate's or Bachelor's degree in Business Administration or a related field.
- Previous experience within the financial services industry or a professional office setting.
- Familiarity with CRM software or client management systems.
- Knowledge of compliance standards and regulations related to financial services.
Perks & Benefits
- Competitive salary commensurate with experience.
- Comprehensive health, dental, and vision insurance.
- Paid time off and company-paid holidays.
- 401(k) retirement plan with company match.
- Opportunities for professional development and training.
- Employee assistance program.
- A supportive and collaborative team environment.
- Opportunity to work with a highly respected and established financial firm.
How to Apply
Ready to take the next step in your career? We encourage you to click the application link below to submit your resume and cover letter. We look forward to reviewing your qualifications and potentially welcoming you to our team!