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Operations Specialist
Edward Jones Investments
Tempe, AZ, United States
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Opportunity Overview
This individual will be responsible for performing multiple operations functions (i.e. processing, service, reconciliation) on a team within the department based on a comprehensive understanding of the work.
Do you have strong detail orientation and 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. Responsibilities include processing numerous documents in a timely and efficient manner. If you enjoy working with branch offices and other departments, this may be an ideal career move for you.
• High level of attention to detail while processing routine activities. Adhering to guidelines while verifying that documents are complete and accurate.
• Maintains performance standards and expectations while increasing contribution to department initiatives.
• Ability to work through challenging tasks to bring timely and accurate solutions
• Effectively use knowledge and resources to ensure processing is compliant with regulations and current policies
• Retain knowledge of several systems and processing guidelines
• Ability to promote a positive, team environment with a focus on client service
• Assists the department in identifying trends for the purpose of simplifying procedures and creating efficiencies for branch teams and home office
• Gain a high level expertise on the processes we support through continued training
• Work independently and as a team to meet department, division and firm objectives
• Provide fellow associates and branch offices with easy access to information, friendly support, and reliable solutions.
Position Requirements
Bachelor's Degree preferred
• Familiarity with Excel, data entry, and data analysis
• Strong customer service and multitasking abilities
• Excellent written, verbal and phone communication skills
• Strong decision making skills
• Ability to accept and adjust to change
• Strong work ethic and desire to work and excel in the financial industry
• Organizational skill and time management skills
• Must be able to multi-task and follow-up appropriately to take issues to resolution.
• Must be able to work in a fast-paced, team-oriented environment and quickly learn and apply new information
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.