Join Edward Jones as an Operations Specialist II and contribute to client success in a Fortune 500 environment. Utilize your operation skills to facilitate transfers and resolve issues.

As a key player in this team-oriented position, you will navigate complex processes and enhance transfer accuracy. Collaborate closely with various stakeholders and oversee escalations, ensuring every detail aligns with our excellence-driven culture. This is an opportunity to make a meaningful impact while advancing your career.

Key Responsibilities:
• Facilitate and support account transfers into the firm
• Communicate with stakeholders to ensure process efficiency
• Investigate and resolve issues proactively and thoroughly
• Serve as a guide for team members in operational matters
• Track and follow up on transfer status diligently

Requirements:
• High school diploma or equivalent; degree preferred
• 2+ years in brokerage or financial operations
• Familiarity with ATON and pensions is a plus
• Excellent written and verbal communication skills
• Solid organizational and analytical capabilities

Bring your operational expertise to Edward Jones and enhance our client journeys.
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📌 Operations Specialist II in Financial Services (Ontario)
🏢 Edward Jones
📍 Ontario