Operations Specialist - Cash Receipts and Corrections - ONSITE

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 South Campus, Manchester East building.

What You'll Do:

• 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

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.

Hiring Minimum: $42100
Hiring Maximum: $65100

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Skills/Requirements

What Experience You'll Need:

• Ability to report in office 5 days a week. 8:30 -5:00 CST.
• Bachelor's Degree/Diploma preferred
• Familiarity with Communication Screens (green screens), Salesforce, Excel, Power BI, data entry, and data analysis preferred
• 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.

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Awards & Accolades

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

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About Us

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.

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.

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