Technical Specialist II, OPS at Edward Jones (St. Louis, MO)

| St. Louis, MO
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This position is in Trust Operations on the Securities team. The primary responsibilities of this associate will be support of asset movement into and out of Trust Company accounts, mail processing, and safekeeping client assets (specifically tangible personal property). The role will require interpretation of information and ability to make subjective decisions that have a moderate to high level of risk or that may have legal, regulatory, or financial implications. Decisions must ensure collaboration with a variety of roles and support functions within Trust Operations and/or the Trust Company. The position is required to understand rules & regulations and the impact they have on: Trust Administration, Asset Movement, Insurance and Annuities claims processing, systems, and controls; along with identifying inherent and potential risks and making recommendations to mitigate.

The position may have a variety of daily and periodic responsibilities based on Trust Operations and requires a strong working knowledge of financial services industry rules, processes, systems, and controls.

Other responsibilities may include:
  • Train and coaching of associates within or across multiple business areas.
  • Analyze, research, and interpret complex information in order to make subjective decisions.
  • Subject matter expert on one or more business area functions including a strong understanding of both how and why the work is performed.
  • Serve as business area floater when business needs arise.
  • Provide detailed analysis of information along with alternative solutions and present recommendations to business area leaders for process or system improvements.
  • Frequent communication with home office leaders, branch offices, and/or vendors to resolve issues, answer escalated questions and carry out responsibilities.
  • Reconciliation of internal firm account balances or research and resolve complex, non-routine out-of-balance conditions.
  • Support new technology or system upgrades through gathering requirements, developing & executing system tests, providing readiness sign off, and supporting all aspects of implementation.

Req ID

Position Type
Home Office

Position Schedule

EEO Statement
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.

Posting Location
Missouri, St. Louis

Company Description
At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and work.

In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.

Home based Associate?

Awards and Accolades
  • 2021 FORTUNE 100 Best Companies to Work For® By Great Place to Work® and FORTUNE Magazine - Edward Jones was named No. 20 on the list.
    • From FORTUNE ©2021 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments.
  • 2021 Corporate Equality Index - Edward Jones joins the ranks of 767 major U.S. businesses that received top marks in the Foundation's 19th annual scorecard on LGBTQ workplace equality.
    • From The Human Rights Campaign. All Rights Reserved
  • 2021 Training Top 100 list - Edward Jones ranked No. 19, up six spots from last year in its 21st consecutive year on this prestigious list.
  • J.D. Power, 2021 - Edward Jones has ranked "highest in Employee Advisor Satisfaction among Financial Investment Firms " in the J.D. Power 2021 U.S. Financial Advisor Satisfaction Study.
    • Edward Jones received the highest score among employee advisors in the J.D. Power 2007,2008, 2010, 2012-2015, 2017-2021 Financial Advisor Satisfaction Studies of employee advisors' satisfaction among those who are employed by an investment services firm. Visit for more information.

Search Headquarters Positions by Area of Interest
Client Services & Operations

Position Requirements
  • In-Office in St. Louis
  • High school diploma or equivalent required. Bachelor's degree preferred.
  • 3-5 years of experience in the financial services industry or related field is required. Familiarity with industry and Trust specific regulations is required within 6 months.
  • Specific licenses may be required, but only if the specific function is covered by a Rule that requires it. Series 99 license is preferred.
  • Knowledge of complex systems and system interdependencies within Operations necessary.

Colorado Salary Information
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. Visitourcareersite 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:
More Information on Edward Jones
Edward Jones operates in the Fintech industry. The company is located in St. Louis, MO and Tempe, AZ. Edward Jones was founded in 1992. It has 36340 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 166 open jobs at Edward Jones, click here.
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