Operations Team Generalist

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

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.

What you will do:

• Responsible for executing and coordinating operational activities that support trust account management, beneficiary servicing, account maintenance, record keeping, reporting, and transaction processing. Team members help ensure that trust‑related activities are completed accurately while delivering a high level of service to clients and business partners.
• Responsible for performing multiple operations functions (i.e. processing, service, reconciliation) on a team within the department based on a comprehensive understanding of the work.
• Within that role, he or she must be proficient at each of the roles, knowing both how and why the work is performed, and must be able to meet regular performance standards for each role.
• Serve as a team resource, filling whatever needs exist based on volume, staffing variations, and overall team needs.
• Participate in and/or lead special projects, both inside and outside of the department, assist with the training of associates, serve as mentor/coach to less skilled associates, serve as workflow coordinator on occasion and identify as well as implement process improvements.
• Will require travel between North and South Campus

What experience you need:

• 2+ years of experience in a financial services environment required (i.e. brokerage, banking, insurance, etc.).

What will set you apart:

• A bachelor's degree or relevant work experience

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.

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.