What are the responsibilities and job description for the Program Coordinator position at Edward Jones?
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.
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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
Qualifications:
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.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.
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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.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.
