Operations Team Generalist - Estates & Court Orders

Edward Jones; Tempe (AZ); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

401k retirement plan

Paid holidays

Vacation time

Employee Assistance Program

Job summary

Edward Jones in Tempe, AZ is seeking an Operations Team Generalist to support the Estates Insights – Court Order Department. You will process court orders, garnishments, and levies, collaborate with the Legal Response Team, and drive process improvements in a fast-paced, compliance-focused environment.

You will analyze complex information, serve as SME across multiple business areas, and train associates while identifying opportunities for efficiency and risk mitigation.

Qualifications

• Bachelor’s Degree (Business, Finance or Accounting preferred).
• 3+ years of experience in the financial services industry or related field is required. Familiarity with industry and business area specific regulations is required within 6 months.
• Ability to make recommendations to resolve and improve system issues is required.
• Must have ability to identify process improvement opportunities and determine business requirements while understanding upstream and downstream impacts to other systems.
• Ability to effectively collaborate with other business areas on system requirements, process changes, etc. required.
• Must have time management and organizational skills with the ability to multi-task and handle a moderate to heavy workload to be able to fulfill all the roles within the area.

Responsibilities

• Analyze, research, and interpret, complex information utilizing a high degree of industry and regulatory knowledge related to the business area.
• Subject matter expert on multiple business area functions including a deep understanding of both how and why the work is performed.
• Train and coaching of associates within or across multiple business areas.
• Work with Legal Response Team to create and maintain team processes and upstream impacts.
• Provide analysis of information along with alternative solutions and present recommendations to business area leaders for process or system improvements. Implementation of the agreed upon solutions would also be required.

Skills

Regulatory knowledge

Process improvement

Cross-functional collab

Analytical thinking

Time management

Education

Bachelor's degree (Business, Finance or Accounting)

Job description

This job posting is anticipated to remain open for 30 days, from 28-Sep-2026. The posting may close early due to the volume of applicants.

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 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 (https://careers.edwardjones.com/blog/edward-jones-releases-annual-purpose-inclusion-and-citizenship-report/?codes=DIRECT&utm_source=DIRECT).

Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

In the Estates Insights – Court Order Department, the Court Order Team is responsible for processing documents and transactions related to Court Orders, Garnishments, and Levies. This is a high performing team, in a fast-paced environment, dedicated to driving forward multiple firm priorities, regulatory changes, and additional improvement initiatives. Through strategic thinking and cross-functional collaboration, you’ll continuously identify opportunities for operational efficiency and risk mitigation, supporting the firm in its key objectives.

As an Operations Team Generalist, you will be working closely with the Legal Response Team to process transactions, restrictions, disbursements, and more related to court order, garnishment, and levy documents and accounts. Other responsibilities include process improvement, risk identification and mitigation, and coordination of the team's work.

What you will do:

• Analyze, research, and interpret, complex information utilizing a high degree of industry and regulatory knowledge related to the business area.
• Subject matter expert on multiple business area functions including a deep understanding of both how and why the work is performed.
• Train and coaching of associates within or across multiple business areas.
• Work with Legal Response Team to create and maintain team processes and upstream impacts.
• Provide analysis of information along with alternative solutions and present recommendations to business area leaders for process or system improvements. Implementation of the agreed upon solutions would also be required.

What Experience You Need:

• Bachelor’s Degree (Business, Finance or Accounting preferred)
• 3+ years of experience in the financial services industry or related field is required. Familiarity with industry and business area specific regulations is required within 6 months.
• Ability to make recommendations to resolve and improve system issues is required.
• Must have ability to identify process improvement opportunities and determine business requirements while understanding upstream and downstream impacts to other systems.
• Ability to effectively collaborate with other business areas on system requirements, process changes, etc. required.
• Must have time management and organizational skills with the ability to multi-task and handle a moderate to heavy workload to be able to fulfill all the roles within the area.

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 (https://careers.edwardjones.com/blog/?_sft_category=awards-accolades).

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/en-CA/blogs/?_sft_category=awards-accolades-en-ca).

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 (https://secure.edwardjonesbenefits.com/fleet/public/index/f914262d-0362-4682-bd1e-0ccd25f1dfb1).