Operations Specialist Ii Jobs

At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and work.
In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.
Are you detail oriented with good organizational skills? Do you enjoy a processing atmosphere combined with a great degree of client service? If so, you may be an ideal candidate for the open position of Operations Specialist II at Edward Jones. Transfer responsibilities include processing numerous documents in a timely and efficient manner, working with various firm and industry systems and enjoys process improvement and automation of technology. If you enjoy working with branch offices and other departments, this may be an ideal career move for you.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.

• Maintains performance standards and expectations while increasing contribution to department initiatives.
• Effectively use knowledge and resources to ensure processing is compliant with regulations and current policies
• Assists the department in identifying trends for the purpose of simplifying procedures and creating efficiencies for branch teams and home office
• Strong customer service and multitasking abilities
• Must be able to multi-task and follow-up appropriately to take issues to resolution.
• 2022 Fortune Best Workplaces for Women, published September 2022, research by Great Places to Work®, data as of August 2021. Compensation provided for using, not obtaining, the rating.
• Edward Jones scored 100 percent on the Human Rights Campaign Foundation's 2022 Corporate Equality Index (CEI) the nation's foremost benchmarking survey and report measuring corporate policies and practices related to LGBTQ+ workplace equality. The ranking designated Jones as one of the best places to work for LGBTQ+Equality.
• Retain knowledge of several systems and processing guidelines
• Edward Jones has been named to the 2022 Best Workplaces for Women list by Great Places to Work® and Fortune® magazine, ranking No. 45.
• Gain a high level expertise on the processes we support through continued training
• Ability to promote a positive, team environment with a focus on client service
• 2022 Best Places to Work For LGBTQ+ Equality, Great Place to Work® in partnership with Human Rights Campaign Foundation, published Equity Magazine January 2022, data as of July 2021. Compensation provided for using, not obtaining, the rating.
• Strong decision-making skills
• Organizational skill and time management skills
• For the 23rd time, Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For® ranking by Great Places to Work® and Fortune® magazine. Edward Jones ranked No. 35 on the prestigious 2022 list.
• Provide fellow associates and branch offices with easy access to information, friendly support, and reliable solutions.
• 2022 Fortune's 100 Best Companies to Work For, published April 2022, research by Great Place to Work®, data as of August 2021. Compensation provided for using, not obtaining, the rating.
• Adhering to guidelines while verifying that documents are complete and accurate.
• Ability to work through challenging tasks to bring timely and accurate solutions
• Work independently and as a team to meet department, division, and firm objectives
• Familiarity with Salesforce, Excel, Power BI, data entry, and data analysis
• High level of attention to detail while processing routine activities.
• Ability to accept and adjust to change
• Bachelor's Degree/ Diploma preferred
• Must be able to work in a fast-paced, team-oriented environment and quickly learn and apply new information.
• Strong work ethic and desire to work and excel in the financial industry
• Edward Jones was recognized as one of the Best Workplaces for Millennials by Great Places to Work® and Fortune® magazine. The privately held firm ranked No. 2 overall, in its fourth appearance on the list.
• Excellent written, verbal and phone communication skills
• 100 Best Workplaces for Millennials in 2022, published Fortune July 2022, Great Places to Work® data as of March 2022. Compensation provided for using, not obtaining, the rating.