Business Support Specialist II, Trust

Edward Jones • Tempe, AZ

50d • Hybrid

About The Position

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report.

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

Team Overview:

Trust Operations is seeking a Business Support Specialist II to lead initiatives that drive innovation, automation, and process improvements across the department. This role will collaborate closely with the Trust Company to enhance client experience.

Requirements

• Bachelor's degree and/or equivalent experience.
• 3+ years of relevant experience in financial services industry.
• Strong technical skills with the ability to leverage tools and technology for automation and process improvement, including:
• Experience interacting with databases such as Apex
• Ability to use visualization tools such as Tableau, Power BI
• Advance Microsoft Excel (macros, vba)
• Other tools such as Jira, InfoPac, DB2, SQL Developer
• Excellent organizational, verbal, and written communication skills with proven ability to establish and cultivate relationships with key stakeholders.
• Excellent critical thinking skills and ability to navigate ambiguous situations.
• Ability to work effectively both independently and in a team environment.
• Ability to prioritize and manage multiple tasks/projects along with recurring responsibilities and adjust to changing priorities with minimal leader input.
• Ability to drive change and lead/influence others without formal authority.

Nice To Haves

• Series 7
• Series 99
• Project/Change Management
• Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.

Responsibilities

• Lead and execute business initiatives that drive process improvements and operational excellence within the department.
• Champion automation and transformation to streamline operations and reduce risk by assessing current workflows, identifying gaps, and implementing innovative solutions.
• Collaborate cross-functionally to deliver successful outcomes on projects.
• Broaden and deepen Subject Matter Expertise to serve as department resource for various operations functions.
• Business Continuity Planning Lead - implement process and coordinate with department to complete applicable requirements.
• Department representation on broader Trust Company initiatives.
• Share Knowledge to help develop other associates.

Benefits

• Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
• Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates.
• Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account.
• Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism.
• Associates may be eligible for bonuses and profit sharing.
• All associates are eligible for the firm's Employee Assistance Program.
• For more information on the Benefits available to Edward Jones associates, please visit our benefits page.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Number of Employees: 5,001-10,000 employees