Job Description

Recruiter

Kristy Gilmore

Opportunity Overview

In the Operations division at Edward Jones, you\'ll focus on creating the ideal client and branch experience. From account opening to trade settlement and movement of client cash and securities, to statement production and tax reporting, Operations is involved every step of the way. As the backbone of the branch, your work will support all client transactions and processing through the life cycle of the client relationship. Through strategic thinking and cross-functional collaboration, you\'ll continuously identify opportunities for operational efficiency and risk mitigation, supporting the firm in its key objectives.

The Canadian Payment Operations team is seeking an Operations Generalist to fulfill multiple responsibilities on the team. This individual will be a subject matter expert and will be expected to be proficient in each of the functions on the team - knowing both how and why the work is performed. This individual must be able consistently meet the performance standards for each function. Team responsibilities include but are not limited to, inbound/outbound EFT, wires, bill pay, stop payments, stat tracking, loans, and debit processing Additional responsibilities include identification and implementation of process improvement solutions and partnering with other divisions to improve the branch and client experience.

Responsibilities:

• Must understand the team and department functions, processes, and/or systems supported by the team and department within 6 months of hire, and be an expert on the team\'s systems, processes, and/or functions within 12 months of hire.
• Must be knowledgeable of and responsible for the development and performance of key systems in Canada.
• Must utilize technology and tools available to identify and implement solutions and create process efficiencies for the team and/or department in a high-volume, deadline driven environment.
• Train and coaching of associates within or across multiple business areas.
• Analyze, research, and interpret complex information utilizing a high degree of industry and regulatory knowledge related to the business area.
• Subject matter expert on multiple business area functions including a deep understanding of both how and why the work is performed.
• Serve as business area floater, technical specialist, or workflow coordinator when business needs arise.
• Manage system and information access and authorize user access approvals.
• Serve as the business area Records Information Management liaison and/or Business Continuity coordinator.
• Frequent communication with home office leaders, large groups of associates, and/or vendors to resolve issues, answer escalated questions and carry out responsibilities.
• Quality and accuracy reviews on selected functions within or across the business area.
• Analyze branch suggestions, survey comments and other feedback to identify trends and opportunities to enhance productivity and communicate results with leaders.

Provide detailed analysis of information along with alternative solutions and present recommendations to business area leaders for process or system improvements. Implementation of the agreed upon solutions would also be required.

Position Type

Home Office - Canada

Position Schedule

Full-Time

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 15,000+ branch offices where our more than 7 million clients live and work.

In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.

Flexible Work Option(s) (Select all that apply)

Hybrid

Awards and Accolades

• 100 Best Workplaces for Millennials in 2022, published Fortune July 2022, Great Places to Work\xc2\xae data as of March 2022. Compensation provided for using, not obtaining, the rating.

• Edward Jones was recognized as one of the Best Workplaces for Millennials by Great Places to Work\xc2\xae and Fortune\xc2\xae magazine. The privately held firm ranked No. 2 overall, in its fourth appearance on the list.
• 2022 Fortune Best Workplaces for Women, published September 2022, research by Great Places to Work\xc2\xae, data as of August 2021. Compensation provided for using, not obtaining, the rating.

• Edward Jones has been named to the 2022 Best Workplaces for Women list by Great Places to Work\xc2\xae and Fortune\xc2\xae magazine, ranking No. 45.
• 2022 Fortune\'s 100 Best Companies to Work For, published April 2022, research by Great Place to Work\xc2\xae, data as of August 2021. Compensation provided for using, not obtaining, the rating.

• For the 23rd time, Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For\xc2\xae ranking by Great Places to Work\xc2\xae and Fortune\xc2\xae magazine. Edward Jones ranked No. 35 on the prestigious 2022 list.
• 2022 Best Places to Work For LGBTQ+ Equality, Great Place to Work\xc2\xae in partnership with Human Rights Campaign Foundation, published Equity Magazine January 2022, data as of July 2021. Compensation provided for using, not obtaining, the rating.

• Edward Jones scored 100 percent on the Human Rights Campaign Foundation\'s 2022 Corporate Equality Index (CEI) the nation\'s foremost benchmarking survey and report measuring corporate policies and practices related to LGBTQ+ workplace equality. The ranking designated Jones as one of the best places to work for LGBTQ+Equality.

Position Requirements

• High school diploma or equivalent required. Bachelor\'s degree in finance, business, or accounting 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.
• Knowledge of complex systems and system interdependencies within Operations necessary.
• In-depth product knowledge may be required based on business area.
• Ability to make recommendations to resolve and improve system issues is required.
• Must have ability to identify process improvement opportunities, determine business requirements, develop, and execute test scripts for enhancements through implementation while understanding upstream/downstream impacts to other systems and departments.
• Ability to effectively collaborate with other business areas on system requirements, process changes, etc. required.
• Must have time management and organizational skills with the ability to multi-task and handle a moderate to heavy workload to be able to fulfill all the roles within the area.
• Must have a basic understanding of major functions in US and/or CAN brokerage Operations, including books and records, trades, packaged products, and processing of cash, securities, and accounts.
• Must have strong collaboration skills and effective problem solving, decision making and critical thinking skills.
• Advanced problem solving and decision-making skills.

Effective communication skills in both written and verbal mediums with an ability to tailor the messaging for a wide audience.

Edward Jones