Financial Services - Operations

Number of Positions: 3

• Work location - Onsite Daily
• What are the hours for this position? 8:00 AM to 4:30 PM CT
• How does this team/department support Edward Jones? The team ensures compliance with federal and state regulations for Edward Jones. They support all registered individuals in the home office and the branch office.
• Why is this position open? Complete regulatory filings
• Is there a possibility of an extension? For now, we are not anticipating an extension.
• Is there a possibility of Conversion? No
• What will the interview process be for this position? 1 round interview with the team
• What are the educational requirements of the position? High School Diploma
• What skills are needed for this role? Attention to Detail, Basic MS Excel
• Is there any overtime required? If yes, how much? No
• Is there any travel required? If yes, how much? No
• Supplier Call: Not planned

Required Skills:

• This position will require working on the FINRA website
• Should be adept with basic Excel skills
• The person needs to have impeccable attention to detail
• One should be self-motivated and should not hesitate to ask questions

Duties:
As an Operations Specialist, your role is to oversee and optimize day-to-day operational processes within an organization, ensuring efficiency, compliance, and smooth workflow across various departments.
Responsibilities:

• Manage and execute operational needs of the firm in a fast-paced environment
• Demonstrate strong analytical and problem-solving skills
• Take a proactive approach to problem solving
• Handle multiple tasks simultaneously and stay organized
• Provide high-quality customer service
• Identify opportunities for process improvement
• Stay up-to-date on industry best practices and regulations
• Develop and implement operational procedures and policies
• Prepare and present operational reports to management

Qualifications:

• The ideal candidate for this role should have a passion for problem solving and a drive for finding solutions to complex challenges
• We are looking for an individual with a strong analytical background, excellent communication skills, and a proactive approach to problem solving
• This position requires an individual with the ability to handle multiple tasks simultaneously and stay organized in a fast-paced environment