Job Description

Recruiter

Taylor Pfaff

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 priorities.

The Canadian Insurance and Securities Processing team is responsible for linking new and in-force Insurance policies to accounts, GIC purchases and re-registrations and physical certificates. As the head of this team, you will be responsible for overall performance of the team including establishing and achieving key performance indicators, key goals and objectives, risk mitigation, and compliance with supervisory procedures and regulations. Additional responsibilities include identification and implementation of process improvement solutions and partnering with other divisions to improve the branch and client experience.

• Full management responsibility for a diverse team of as many as 15 associates. Manages non-exempt and exempt associates and may involve distance leadership.
• Must know the team and department functions, processes, and/or systems supported by the team and department within 6 months of hire, and be skilled 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 oriented environment.
• Must anticipate, examine, recommend and implement solutions regarding team processes, systems, regulations, resource allocation, and controls not guided by policies or procedures.
• Must have the ability to identify risks and design and implement effective controls to mitigate risks.

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)

Remote

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

• Bachelor\'s degree or equivalent experience required. Concentrations in business, accounting, finance or management are preferred, but other concentrations will be considered.
• CPH and CSC licenses required.
• Two or more years financial services industry or accounting experience, with operations experience strongly preferred. Leadership and/or audit experience is a plus.
• 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 excellent partnership skills and effective problem solving, judgement and critical thinking skills.

Edward Jones