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.

At Edward Jones, operational excellence is at the heart of the client experience. As an Operations Specialist II, you'll be responsible for facilitating transfers into the firm, navigating complex research and escalations, and partnering with internal and external stakeholders to achieve successful outcomes. This is an opportunity to apply your expertise, influence process improvements, and support a high-performing team dedicated to service and accuracy.

Key Responsibilities:

- Responsible for processing and supporting transfers into the firm, ATON (automated), Non-ATON and Pensions.
- Functions include: verifying documents for completeness and accuracy, managing rejects and returns,



communicating with other firms and internal stakeholders (ex.Branches), following up on transfer status, support of team service levels, etc
- Research, manage and resolve escalated issues until resolution via in-depth research, partnership with internal and external groups, regular, proactive communication
- Serve as functional subject matter expert to others by providing guidance, support, and training team members and business partners both within and outside the department.

Qualifications Required in the Job:

- High school diploma or equivalent is required. A university degree or college diploma is preferred.
- 2 or more years of experience in an operations/processing position in the brokerage, banking or financial services industries is strongly preferred.
- Knowledge of account transfers, ATON, Non-ATON and Pensions is strongly preferred.
- Industry-related courses or designations are an asset but not required: examples CSC, IFIC mutual fund course etc.
- Strong customer service focus, with a desire to serve, own and solve issues, communicate regularly with stakeholders to provide status, etc.
- Must have excellent written and verbal communication skills
- Must be comfortable working in a fast-paced, team-oriented environment.




- Strong analytical and problem-solving skills with the ability to apply procedures and guidelines consistently is required. Must have ability to make proper judgement calls based on analysis of available information.
- Must be well organized, possess a strong attention to detail and have the ability to prioritize and perform multiple tasks.
- Experience with Microsoft office tools and spreadsheets is required.

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.

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. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes advantages, 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.

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📌 Operations Specialist II (Mississauga)
🏢 Edward Jones
📍 Mississauga