30 days old

Operations Specialist II

Edward D. Jones & Co., L.P (HO)
Mississauga, ON L5B
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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.
The health and well-being of our clients, associates, families and communities is our first priority. As part of our commitment to associate well-being, the majority of our associates are working remotely for the foreseeable future. However, this role has traditionally been located on-site in a home office location and may be required to return to that location at some point in the future. Edward Jones is continually evaluating our flexible work arrangements for all of our positions, including this one.

Responsible for effectively processing routine and non-routine activities/transactions by drawing on multiple information sources and understanding multiple effects of a transaction. Activities may not follow a pre-determined path, rather will require discretion and use of judgment. Functions may include, but are not limited to: verifying documents for completeness, adjustments to customer and/or firm accounts, performing calculations relating to exceptions and corrections, and be able to effectively communicate with financial advisors, internal headquarter associates and vendors. Processes managed will be within the product lines of Mutual Funds, Insurance, Equities and Fixed Income, and GIC's.
* Requires basic understanding of the brokerage industry and knowledge of area systems, processes and procedures including those of related departments and divisions
* Serve as functional subject matter expert to others, both within and outside of the area
* Handle escalated issues on their respective functions requiring in-depth research, communication with other areas of the firm and/or outside contact and work directly with the branch on resolution


* High school diploma or equivalent is required. A university degree or college diploma is preferred
* Related industry courses are an asset but not required: examples CSC, IFIC mutual fund course etc.
* 1-2 years experience in an operations/processing position in the brokerage, banking or financial services industries is strongly preferred
* Must be comfortable working in a fast paced, team-oriented environment
* Must be able to demonstrate attention to detail and commitment to accuracy and quality to ensure department goals and deadlines are met or exceeded
* Strong customer service focus that supports firm's commitment to exceed client needs
* Must have excellent written and verbal communication skills
* Strong analytical and problem solving skills with the ability to apply procedures and guidelines consistently is required. Must have ability to make proper judgement calls based on analysis of available information
* Must be well organized, possess a strong attention to detail and have the ability to prioritize and perform multiple tasks
* Experience with Microsoft office tools and spreadsheets is required


* FORTUNE 2020 Edward Jones was named No. 7 on the 2020 FORTUNE 100 Best Companies to Work For list.
* From FORTUNE 2020 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments.

* Edward Jones Ranked No. 6 of the 100 best workplaces for millennials by Great Place to Work and FORTUNE Magazine.
* 2020 Corporate Equality Index Edward Jones joins the ranks of 680 major U.S businesses that received top marks in the HRC Foundations 18th Annual Scorecard on LBGTQ Workplace Equality
* Edward Jones named a top company for training, ranking No. 25 on Training magazine's 2020 Training Top 125 list the highest ranking among the financial-services industry!
* Financial services firm Edward Jones has been named one of the 2019 Best Workplaces for Parents by Great Place to Work and FORTUNE magazine. The firm ranked No. 5 on the list of 50 companies, up two spots from last year.
* The Best Workplaces for Parents list is one of a series of rankings by Great Place to Work and FORTUNE based on employee feedback from Great Place to Work-Certified organizations. Edward Jones ranked No. 7 on the FORTUNE 100 Best Companies to Work for in 2019 list, the firms 20th appearance on the list. The firm also was ranked the No. 1 Best Workplace in Financial Services & Insurance and the No. 6 Best Workplace for Millennials by Great Place to Work and FORTUNE.


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.
Posted: 2021-05-19 Expires: 2021-07-19
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Operations Specialist II

Edward D. Jones & Co., L.P (HO)
Mississauga, ON L5B

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