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Senior Team Leader
Edward Jones Investments
St. Louis, MO, United States
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Opportunity Overview
Description: Responsible for ensuring timely and accurate payments to our clients in both the United States and Canada through a variety of different Corporate Action events impacting US and Canadian clients. Major responsibilities include:
• Voluntary Offer event interpretation and processing
• Mandatory Offer event interpretation and processing
• Proxy
• Other distribution and related Corporate Action events as needed (Stock Options, Class Actions, etc.)
Position Requirements
• Bachelor's degree or equivalent experience required or concentration in business, audit, accounting, finance or management are preferred
• Series 7 and 66 required within 12 months of start date required
• 5 or more year's financial services industry or accounting experience, with operations experience strongly preferred
• 3 or more years of management experience required
• Expected to ensure proper resources and staffing are available to perform the work and only step in to assist when needed
• Must have understanding of industry knowledge and skills in the areas of product, processes, risks, controls, and/or automation, within 6 months of hire, and use that knowledge to produce results
• Specific Product knowledge (Ex...Bonds, Equities, UIT's) is a plus
• Ability to lead projects and system enhancements is required
• Must have an awareness of the technology and tools available internally as well as externally to provide solutions and create process efficiencies
• Must have industry knowledge and skills in areas of product, processes, risks, controls and/or automation
• Must investigate issues and problems thoroughly and resolve in a reasonable period of time on a daily basis
• Demonstrate ability to use critical thinking skills to resolve complex challenges
• Must have the ability to multi-task and work on items that at times may have very short deadlines
• Very detailed orientated
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.
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.