Experience Inc. Jobs

You could say we're at the center of the center.

Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our more than 7 million clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate new ways of working. Using insights to create solutions for the future - in the here and now.

Job Overview

Position Schedule: Part-Time

We are seeking a Leader for our Canadian Payment Operations Team. Major functions of responsibility include:

• Cash Disbursements - Cheques, EFT & Wires

• Cash Receipts - Cheques, EFT (Pre-Authorized Debit, BillPay) & Wires

• Loans - Margin Calls, Unsecured Debits, Unpaid Trades, Type 2 Transfers

• All other Debits

Other details:

• Full leader responsibility for a team of approximately 10 Associates. Accountable for performance, productivity, development, and engagement.

• Serves Edward Jones' Branches by ensuring timely, accurate processing, improvement initiatives, and exceptional client service on issues.

• Manages relationships with all internal and external stakeholders, the latter including product vendors, regulators, external auditors and industry organizations.

• Responsible for identifying, developing and improving processes for team and department. Focuses on improving efficiency and optimizing resources.

• Accountable for assessing risk, management of controls and results in internal and external Audits.

• Manages through Key Performance Indicators that are aligned and supportive of the division and firm's strategies and objectives. Successful in balancing competing objectives.

• Assists in developing and setting the strategy for the department to meet the objectives of the division and the firm.

• Interprets and applies, where appropriate, industry announcements and changes to existing, internal systems and processes.

• Independently takes on multiple complex assignments and projects on behalf of the department and sees them through to completion, while continuing to manage daily responsibilities and service levels.

Skills/Requirements

• University degree or equivalent experience required. Concentration in business, accounting, finance or management preferred.

• Excellent communication skills, verbal and written.

• Experienced in the Financial Services industry and leading people (2 or more years). Operations experience preferred.

• Highly recommended knowledge of the following applications: SQL, Power BI, VBA & macro creation, Excel, Power Automate, Sharepoint.

• If hired full time, CSC and CPH are required to be completed within 12 months of start date.

Awards & Accolades

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

About Us

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 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 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.

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.

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