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Senior Technical Specialist
Edward Jones Investments
Tempe, AZ, United States
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Opportunity Overview
Division: Operations
Department: Client Reporting- Statements Team
Seeking an individual interested in a Statement Production Technical Role. The ideal candidate must have strong communication skills, ability to build relationships with IS counterparts, problem solving abilities, an eye for details, and a focus on risk and controls.
Position Requirements
Position Requirements:
• A bachelor's degree with concentration in business, finance or accounting, or equivalent work experience, is preferred.
• Must be able to manage multiple responsibilities and priorities
• Excellent written and verbal communication skills
• Self-motivated
• Yellow Belt certification is a plus
• High level of skill with Excel – experience with Macro's preferred
• 3-5 years of experience in the financial services industry or related field is required. Familiarity with industry and business area specific regulations is required within 6 months.
• Series 7 and Series 66 required within 12 months of hire
• ***Candidate MUST live 180 miles outside of the St. Louis, MO metro area***
Company Description
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 14,000+ branch offices where our more than 7 million clients live and work. A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team's ability to build deep relationships with clients. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. Edward Jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors.
Awards and Accolades
• For the 19th year, Edward Jones was named one of the “100 Best Companies to Work For®” by FORTUNE magazine in its annual listing. The firm ranked No. 5 overall. These 19 FORTUNE rankings include top 10 finishes for 15 years, top 5 rankings for eight years and consecutive No. 1 rankings in 2002 and 2003.
From FORTUNE Magazine, February 15, 2018 © 2018 Time Inc. Used under license. FORTUNE and Time Inc. are not affiliated with and do not endorse products or services of 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.