Join Edward Jones as an Operations Specialist II and contribute to client success in a Fortune 500 workplace. 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
- Strong organizational and analytical capabilities Bring your operational expertise to Edward Jones and enhance our client journeys.

📌 Operations Specialist II in Financial Services (Mississauga)
🏢 Edward Jones
📍 Mississauga