What are the responsibilities and job description for the Administrative Assistant II position at Edward Jones?
This job posting is anticipated to remain open for 30 days, from 20-Feb-2026. The posting may close early due to the volume of applicants.
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.
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.
Edward Jones is seeking an Administrative Assistant II to provide support to our Finance, Digital and Emerging Segment team at a Fortune 250 financial planning and wealth management firm! You’ll manage complex schedules, coordinate executive meetings, and ensure seamless communication across leadership and stakeholders.
Here are a few of the key responsibilities you will be a part of:
Here are a few of the key responsibilities you will be a part of:
- May include some or all Administrative Assistant essential functions, plus:
- Responsible for providing administrative support to multiple General Partners, Directors and to ensure the smooth functioning of the department
- Utilizes knowledge of the firm’s organizational structure, Forums, Division functions, and current initiatives to make appropriate connection points and update the leader(s) as appropriate
- Prepares and delivers responses (written and verbal) on behalf of leader(s) requiring advanced knowledge of relevant subject matter
- Prepares the leader for meetings
- Obtains and organizes information for use in conferences, speeches, reports and/or meetings
- Prepares meeting materials and assists with the development of presentations
- Develops, edits, proofs, and/or formats documents for presentation
- Handling of receipt, payment, and recording of invoices
- Other duties as assigned
What Experience You’ll Need:
Current home-based associates please note: Even as a hybrid posted role you are eligible to apply and, if selected, may retain your home-based status. However future business or regulatory needs may require on-site work and some roles may carry a preference for hybrid presence
- High School Diploma or equivalent
- 5 years related experience, including:
- Strong organizational skills with ability to set priorities and handle multiple tasks
- Self-motivated and ability to work independently
- Must have good verbal and written communication skills and a customer service orientation to handle internal and external contacts
- Advanced proficiency in Microsoft Outlook, Word, OneNote, Excel, PowerPoint, SharePoint and Adobe Professional
- Zoom capabilities, including recording and polls
- Completes work with a limited degree of supervision
- Likely to act as an informal resource for associates with less experience
- Moderate problem-solving skills; problems may be non-routine
- Proven ability to handle confidential information with discretion
Current home-based associates please note: Even as a hybrid posted role you are eligible to apply and, if selected, may retain your home-based status. However future business or regulatory needs may require on-site work and some roles may carry a preference for hybrid presence
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
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
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.
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. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.