You could say we're at the center of the center.
Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our more than 7 million clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate new ways of working. Using insights to create solutions for the future - in the here and now.
Job Overview
Position Schedule: Full-Time
The Region Program Coordinator - partners with multiple Regional Leader teams by executing upon and performing the following activities:
Provide advanced administrative support and serve as an extension to their leadership team, share ideas, resources, problem solve, plan, facilitate and act on all region related activities. You will virtually partner with multiple Financial Advisors and BOAs (Regional Leader Teams) and proactively plan the execution of your region related work so the branch team can focus more time on delivering Human Centered Complete Wealth Management and growing their impact with their clients.
Regional Coordinators use strategy & collaboration to partner with regional leaders for coordination, engagement, and event planning support. This ensures the Regional Leader branch teams receive the support needed to successfully lead their regions and build capacity to deliver the ideal client experience.
The Region Coordinator Partners With Multiple Regional Leader Teams And Will Be Expected To Execute And Perform Many Or All The Following Activities For Each RL Team Under These Core Activities
- Act as an integral part of the planning team along with key players to plan and execute Firm-sponsored regional meetings
- Assist in coordination of either in-person or virtual RL Branch or group visits
- Assist in coordination of Regional Leader scheduling & calendar
- Assist in coordination of Region calendar
- Assist region associates with connecting to appropriate resources, setting follow up as appropriate
- Collaborate with BOA Mentor Coordinator to onboard new BOAs
- Collaborate with Region newsletter editor team
- Coordinate Region recognition, including acknowledgement of life events
- Coordination of region initiatives (
- Expense submission, tracking, & reconciliation
- FA & BOA Leadership role maintenance (
- Managing region resources
- Participate in Regional Leader supported meetings, as available
- Partner with region leadership and key stakeholders to plan and execute Region-sponsored events
- Partner with Key Leaders in management of Pipeline Activities Report (PAR)
- Prepare and execute weekly strategic collaboration meeting with Regional Leader. Branch Team can attend as desired
- Prepare and send region communications and track responses
Benefits
At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:
Hiring Minimum: $52080
Hiring Maximum: $85880
Skills/Requirements
- Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work within the office three days per week, with the preference for Tuesday, Wednesday, and Thursday.
- Minimum of 3 years of advanced administrative support, customer service experience and event management experience
- Tactical problem solving and analytical skills
- Excellent verbal and written communication skills
- Exceptional organizational and time management skills with ability to multi-task and work independently
- Excellent computer skills including proficient use of Microsoft Office applications, Word, Excel, Teams, PowerPoint, Publisher, as well as advanced Zoom and virtual meeting facilitation
- Accomplished at working in a fast paced, team-oriented environment, quickly learning, and applying new and complex information
- Some travel may be requested/required; if travel cannot be accommodated- support of department and team during high volume and travel season with measurable results.
- Consistent weekly schedule- M-F; 8:00-5:00 or standard business hours.
Awards & 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
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 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 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.
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.