Operations Generalist: Trust & Transaction Specialist

Edward Jones; St. Louis (MO); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical & prescription drug

Dental

Vision

Disability (short/long-term)

Life & AD&D

401k retirement plan

HSA & FSA

Paid holidays

Vacation days

Volunteer day

Bonuses & profit sharing

Job summary

Edward Jones is seeking a detail-oriented operations professional to support trust account management, beneficiary servicing, and account maintenance. You will handle recording, reporting, and processing tasks while delivering high levels of service to clients and partners in a fast-paced environment.

The role requires 2+ years in financial services and a bachelor’s degree or equivalent experience. Occasional travel between campuses is expected, with opportunities to contribute to projects and

Qualifications

• 2+ years of experience in a financial services environment.
• Ability to coordinate operational activities with high accuracy.

Responsibilities

• Execute and coordinate trust account management operations and client servicing.
• Process transactions, servicing, reconciliation, and record keeping.
• Meet performance standards for multiple roles within the team.
• Serve as a resource across the team and mentor others as needed.
• Participate in and support special projects and process improvements.
• Travel between North and South Campus as required.

Skills

Financial services

Education

Bachelor's degree

Job description

Edward Jones is seeking a detail-oriented operations professional to support trust account management, beneficiary servicing, and account maintenance. You will handle recording, reporting, and processing tasks while delivering high levels of service to clients and partners in a fast-paced environment.

The role requires 2+ years in financial services and a bachelor’s degree or equivalent experience. Occasional travel between campuses is expected, with opportunities to contribute to projects and