Administrative Assistant II

Edward Jones; Tempe (AZ); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Medical benefits

Dental & Vision

401k plan

Paid holidays & vacation

Bonuses & profit sharing

Job summary

Edward Jones is seeking an Administrative Assistant II to partner with the Investment Management Department, providing high‑impact administrative and organizational support to enable senior leadership to focus on client outcomes.

Role emphasizes calendar management, travel arrangements, expense reporting, and handling confidential information with discretion.

Qualifications

• High School Diploma or equivalent is required.
• 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 quickly and efficiently.
• Demonstrable and excellent organizational skills with the ability to set priorities and handle multiple tasks.

Responsibilities

• Provide administrative support to ensure the smooth functioning of the department.
• Organize and prioritize incoming information and requests; determine appropriate handling and escalation.
• Provide calendar management, including scheduling, prioritizing, and coordinating meetings.
• Handle travel arrangements, invoices, and prepare expense reports.
• Prepare leaders for meetings by organizing information for conferences, speeches, reports, and meetings.
• Answer questions from a broad range of internal and external contacts.
• Set up procedures to ensure smooth functioning of the division and governance committees.
• Other duties as assigned.

Skills

Microsoft Outlook

Microsoft Word

OneNote

Excel

PowerPoint

SharePoint

Concur

Travel & Expense

Adobe Professional

Discretion

Organizational skills

Prioritization / Multitasking

Education

High School Diploma or equivalent

Job description

This job posting is anticipated to remain open for 30 days, from 30-Sep-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 (https://careers.edwardjones.com/blog/edward-jones-releases-annual-purpose-inclusion-and-citizenship-report/?codes=DIRECT&utm_source=DIRECT).

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

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.

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 effective June 1, 2026. Before June 1, 2026, 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 three days per week, with preference for Tuesday through Thursday.

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 (https://careers.edwardjones.com/blog/?_sft_category=awards-accolades)

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/en-CA/blogs/?_sft_category=awards-accolades-en-ca)

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 (https://secure.edwardjonesbenefits.com/fleet/public/index/f914262d-0362-4682-bd1e-0ccd25f1dfb1).