Q: Describe your role within the firm.
A: I am responsible for the HR Records and Benefit Teams. Q: Describe how your division contributes to the firm's success.
A: My division contributes to the firm's success by providing associates with the information they need on firm sponsored benefit plans. The HR Records team ensures associate information is entered in the system so that associates have access to systems in order to do their jobs. Q: What year did you start at Edward Jones? What year did you start in your current position?
A: I started in my current position when I first started with Jones in 2004. Q: What did you do prior to joining Edward Jones
A: Prior to Edward Jones I was in Human Resources for a Canadian Logistics company. Q: Are there any memorable experiences you’d like to share that encapsulate or typify what it’s like to work for Edward Jones?
A: Speaking with Branch Office Administrators and Financial Advisors when the office works really well as a team. One branch I spoke with told me how great it was to work there, they were close to the office, could get their kids to school or slip out if they wanted to watch an after school game. Living and working in the same area really makes a big difference. Q: Describe the culture at Edward Jones and how it’s different from your previous job. What is unique?
A: I would describe the culture at Edward Jones as enthusiastic and motivated. People who work here understand the business and want the firm to be successful. If the firm is successful then we are all successful. Q: One area Edward Jones prides itself is enabling associates to maintain a strong work-life balance. How does this approach impact you?
A: I really can see the work-life balance working well in the branch. By having the branch right in the community many associates are 5 minutes from the office. The branch is able to manage flexible hours – when extra hours or evening promos are required then everyone pitches in to get it done. Q: Before you came to Edward Jones, what did the name mean to you? And after you came on board?
A: I really didn't know much about Edward Jones until I started looking at the employment opportunity. After working with Edward Jones I feel it is a company with deep roots, values and commitment to the firm goals. I am impressed with how important those goals are to everyone within the firm. The "thinking like an owner" frame of mind. Q: Articulate the spirit of volunteerism that exists at Jones. How have you been involved and what was that experience like?
A: I have volunteered with JET, Junior Achievement and promos. I have found the experiences very rewarding because of the commitment, creativity and desire of others to help. I also find these experiences a great opportunity to meet and work with others throughout the firm. Q: Do you feel there are opportunities for advancement and greater income potential at Edward Jones?
A: I think there are opportunities for advancement, it may not be in the exact area of where you are working but if you are able to prepare yourself and understand the business, you can work in different areas of the firm. The firm is looking for talent within the firm to move up in the ranks. The rewards come along with the increase in profitability of the firm. Q: What qualities do you think a person needs to have to succeed in the home office environment?
A: To be successful in home office, a person needs to understand the business. To understand how the branch works and what makes Edward Jones different from our competitors. A successful home office associate must get involved with other areas of the firm, participate and be willing to share their knowledge and time with other associates. Q: What has the firm's growth meant for leadership opportunities?
A: As the firm grows there are definitely more opportunities available. I think the most important piece of this it to ensure I am ready when the opportunity presents itself.
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