Administrative Assistant II

Opportunity Overview

The senior leadership team within the Investment Management Department is seeking an Administrative Assistant II to serve as a key partner in supporting department priorities and daily operations. These senior leaders seek to take on the complexity of investment management to enable our branch teams to efficiently support their clients in achieving financial fulfillment. In this role, you will play an important part in enabling senior leadership by providing high-impact administrative and organizational support to work that elevates the advisor and client experience.

What will you do:

• Provide administrative support to ensure the smooth functioning of the department.
• Specific responsibilities may include:
  • Organize and prioritize incoming information and requests. Use judgment to determine how information/requests should be handled and what needs to be brought to the attention of the leader(s).
  • Provide calendar management, including scheduling, prioritizing, and coordinating meetings.
  • Handle travel arrangements, invoices, and prepare expense reports.
  • Prepare the leader(s) for meetings by obtaining and organizing information for use in conferences, speeches, reports, and/or meetings.
  • Answer questions from a broad range of internal and external contacts.
  • Set up procedures to ensure the smooth functioning of the division and key governance committees.
  • Other duties as assigned.

Position Requirements

What Experience You Will Need :

• High School Diploma or equivalent
• 1 to 3 years Administrative Assistant or related experience
• Advanced proficiency in Microsoft Outlook, Word, OneNote, Excel, PowerPoint, SharePoint, Concur, Travel and Expense Services, and Adobe Professional
• Proven ability to handle confidential information with discretion and to learn new systems with speed and efficiency
• Demonstratable and excellent organizational skills with the ability to set priorities and handle multiple tasks

RTO Statement:
"Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week."

Company Description

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

EEO Statement

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.

Salary Information

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.