Operations Specialist II, Cash Receipt and Corrections

Edward Jones•Saint Louis, MO

45d•Onsite

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: Are you detail oriented with 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. Operations responsibilities include processing numerous documents in a timely and efficient manner, working with various firm and industry systems and enjoys process improvement and automation of technology. If you enjoy working with branch offices and other departments, this may be an ideal career move for you. The Cash Receipts and Corrections Department is responsible for the asset movement into the firm via checks and wires, as well as Advisory and Guided Fund corrections. It is a requirement of this candidate to be onsite M-F, EDJ HQ North Campus, 201 Progress Parkway building

Requirements

Ability to report in office 5 days a week. 8:30 -5:00 CST.
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 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.

Nice To Haves

Bachelor's Degree/Diploma preferred
Familiarity with Communication Screens (green screens), Salesforce, Microsoft Outlook and Word, Excel, Power BI, data entry, and data analysis preferred

Responsibilities

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 of 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.
Partnership with branches via phone

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.

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