Edward Jones Hiring for Operations Specialist II (Enterprise Document Solutions) Job at Saint Louis, MO Full Time

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.

Operations Specialist II – Enterprise Document Solutions

This position has responsibility for accomplishing business area specific functions including interpreting information and making subjective decisions that have a moderate risk or that may have legal, regulatory or financial implications. Decisions must ensure collaboration with a variety of roles and support functions within the business area. The position is required to understand rules & regulations and the impact they have on the business area functions, systems and controls; along with identifying inherent and potential risks and making recommendations to mitigate.

Key Responsibilities:

• This individual will be responsible for performing multiple operations functions (i.e. processing, service) on a team within the department based on a comprehensive understanding of the work.
• This individual will be responsible for communicating directly with branches through incoming phone calls and written requests.
• This individual will fill in as needed based on volume, staffing variations, and overall team needs.
• Responsible for effectively and accurately processing routine and non-routine activities/transactions by drawing on multiple information sources and understanding multiple effects of a transaction. Activities may not follow a pre-determined path, rather will require discretion and use of judgment.
• They may participate in and/or lead special projects, both inside and outside of the department, assist with the training of associates, serve as mentor/coach to other team/department members, and identify as well as implement process improvements.
• Analyzing, researching and interpreting complex items or information, and using this information to make subjective decisions.
• Take ownership of inquiries, effectively prioritize work, consistently meet deadlines and follow through appropriately.

• High School diploma or equivalent required. Bachelor’s degree preferred.
• Strong problem-solving skills are required in order to research non-routine issues and recognize complex situations involving client accounts and/or firm systems.
• Strong customer service focus that supports the firm’s commitment to exceed client needs and excellent communication skills, both verbal and written.
• Must be able to demonstrate strong organizational skills, attention to detail, and commitment to accuracy and quality to ensure department goals and deadlines are met or exceeded as well as being adaptable to change.
• Ability to multi-talk and handle a heavy workload in order to be able to fulfill the needs of the client and branch teams.
• Takes initiative; motivated self-starter and detailed orientated, able to meet deadlines while working independently and/or remotely.

• 2021 FORTUNE 100 Best Companies to Work For® By Great Place to Work® and FORTUNE Magazine – Edward Jones was named No. 20 on the list.
  • From FORTUNE ©2021 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments.
• 2021 Corporate Equality Index – Edward Jones joins the ranks of 767 major U.S. businesses that received top marks in the Foundation’s 19th annual scorecard on LGBTQ workplace equality.
  • From The Human Rights Campaign. All Rights Reserved
• 2021 Training Top 100 list – Edward Jones ranked No. 19, up six spots from last year in its 21st consecutive year on this prestigious list.
• J.D. Power, 2021 – Edward Jones has ranked “highest in Employee Advisor Satisfaction among Financial Investment Firms” in the J.D. Power 2021 U.S. Financial Advisor Satisfaction Study.
  • Edward Jones received the highest score among employee advisors in the J.D. Power 2007,2008, 2010, 2012-2015, 2017-2021 Financial Advisor Satisfaction Studies of employee advisors’ satisfaction among those who are employed by an investment services firm. Visit jdpower.com/awards for more information.

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.

At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: