Operations Specialist II

Job summary

The role involves processing cheque deposits, wire transfers, and mail while ensuring compliance with regulations and policies. The specialist also serves as a subject matter expert to resolve escalated issues and identify process improvement opportunities.

Job details

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. 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 within the Canada Operations team at Edward Jones. Responsibilities include processing cheque deposits/issuance, wire transfers, mail and other in office processing as required. If you enjoy working with branch offices and other departments and are continuously seeking to advance your career this may be an ideal move for you. Key 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. May handle escalations. Those more complex in nature should be reviewed with subject matter expert or leader. Effectively use knowledge and resources to ensure processing is compliant with regulations and current policies Serve as subject matter expert to others, both within and outside of the area. Share knowledge, ideas and solutions. Ability to identify process improvement opportunities and leverage resources to implement. 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 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. Handle escalated issues requiring in depth research, communication with other areas of the firm and/or outside contact and work directly with the branch on resolution. Expectation to cross-train on other functions once proficiency is established on core work. Bachelor’s degree preferred, college diploma or equivalent combination of education and experience will be considered. Proven experience coordinating and processing mail and courier deliveries Strong Excel, data entry, and data analysis skill set 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 and excel 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 demonstrate strong attention to detail and commitment to accuracy and quality to ensure department goals and deadlines are met or exceeded. Must be able to work in a fast-paced, team-oriented environment and quickly learn and apply new information. Onsite 5 days per week 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 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. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate.

What you’ll do

The role involves processing cheque deposits, wire transfers, and mail while ensuring compliance with regulations and policies. The specialist also serves as a subject matter expert to resolve escalated issues and identify process improvement opportunities.

Requirements

A bachelor's degree is preferred, though a college diploma or equivalent experience is considered. Candidates must have proven experience in processing mail/courier deliveries and strong proficiency in Excel and data analysis.

Benefits

• Rewards program • Bonuses • Profit sharing

Listed skills

• Time management · Preferred
• Customer service · Preferred
• written communication · Preferred
• Attention to detail · Preferred
• Data analysis · Preferred
• Microsoft Excel · Preferred
• Decision Making · Preferred
• Multitasking · Preferred
• Data entry · Preferred
• Process Improvement · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Attention To Detail
• Organizational Skills
• Client Service
• Data Entry
• Data Analysis
• Microsoft Excel
• Written Communication
• Verbal Communication
• Decision Making
• Time Management
• Multitasking
• Process Improvement

Job areas

• Finance & Accounting
• Administrative
• Customer Service & Support