25 days old

Sr Business Support Specialist

Edward D. Jones & Co., L.P (HO)
St Louis, MO 63103
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 14,000+ branch offices where our more than 7 million clients live and work.

A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team's ability to build deep relationships with clients. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. Edward Jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors.
*Client Services and Operations*

In the Client Services and Operations division at Edward Jones, youll focus on creating the ideal client and branch experience. From account opening, to trade settlement and movement of client cash and securities, to statement production and tax reporting, Operations is involved every step of the way. As the backbone of the branch, your work will support all client transactions and processing through the life cycle of the client relationship. Through strategic thinking and cross-functional collaboration, youll continuously identify opportunities for operational efficiency and risk mitigation, supporting the firm in its key objectives.


*Position: Sr Business Support Specialist Reconciliation Control *

The opportunity will be to review processes, projects and changes within the Operations Reconciliation Control Department, build out effective reconciliations and controls that support our branch teams and internal business partners then drive those changes to implementation for a world class, human centered organization. This is a part time, senior individual contributor role ideally suited to an individual with former auditing, accounting, risk management or financial reporting experience.

Responsibilities:

* Plan, lead, and execute reconciliation analysis of projects, enhancements, and processes including the launch of new products or product partners, enhancements to existing tools and systems, and high-visibility firm priorities.
* Plan and lead risk identification and verification for new products and tools.
* Act as reconciliation consultant with business and I.S. leaders from multiple divisions and with varying levels of influence. Maintain strong relationships with internal stakeholders.
* Lead the risk review for testing of complex enhancements and system upgrades with responsibility for the identification, tracking of issues, and implementation of solutions.
* Develop, maintain, and explore new relationships with 3rd party vendors to offer tools and solutions that make it easier, faster, and better for branch teams to meet client needs.
* Adopt processes for risk controls (e.g. Privacy, Business Continuity Planning, Record Information Management, Written Supervisory Procedures) and coordinate with departments to complete the applicable requirements.
* Collaborate with Firm Analytics to leverage data for insights and reporting needed to inform business decisions and communicate results.
* Determine appropriate workflows as a result of qualitative and quantitative analysis.
* Act as subject matter expert in assigned product area(s) of emphasis.
* Provides feedback, coaching, training, and guidance to help develop other associates; takes a leadership role in the development of new associates/interns; and may lead other associates.

Requirements:

* Bachelor's degree or advanced degree preferred.
* SIE and Series 99 required within 89 days of start date (US); Series 7 required within 12 months of start date (US). Outside the US, appropriate country-specific licenses required.
* Generally, 7 years of experience working with account reconciliations, financial reporting and/or audit experience in product or financial services industry or combination of experience and education.
* Strong finance, business system analysis and/ or Audit experience needed.
* Part time role that can vary from 24-30 hours weekly that may require adjusting that schedule to meet with key business partners.


* Bachelor's degree or advanced degree preferred.
* SIE and Series 99 required within 89 days of start date (US); Series 7 required within 12 months of start date (US). Outside the US, appropriate country-specific licenses required.
* Generally, 7 years of experience working with account reconciliations, financial reporting and/or audit experience in product or financial services industry or combination of experience and education.
* Strong finance, business system analysis and/ or Audit experience needed.
* Part time role that can vary from 24-30 hours weekly that may require adjusting that schedule to meet with key business partners.


* FORTUNE 2020 Edward Jones was named No. 7 on the 2020 FORTUNE 100 Best Companies to Work For list.
* From FORTUNE 2020 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.

* Edward Jones Ranked No. 6 of the 100 best workplaces for millennials by Great Place to Work and FORTUNE Magazine.
* 2020 Corporate Equality Index Edward Jones joins the ranks of 680 major U.S businesses that received top marks in the HRC Foundations 18th Annual Scorecard on LBGTQ Workplace Equality
* Edward Jones named a top company for training, ranking No. 25 on Training magazine's 2020 Training Top 125 list the highest ranking among the financial-services industry!
* Financial services firm Edward Jones has been named one of the 2019 Best Workplaces for Parents by Great Place to Work and FORTUNE magazine. The firm ranked No. 5 on the list of 50 companies, up two spots from last year.
* The Best Workplaces for Parents list is one of a series of rankings by Great Place to Work and FORTUNE based on employee feedback from Great Place to Work-Certified organizations. Edward Jones ranked No. 7 on the FORTUNE 100 Best Companies to Work for in 2019 list, the firms 20th appearance on the list. The firm also was ranked the No. 1 Best Workplace in Financial Services & Insurance and the No. 6 Best Workplace for Millennials by Great Place to Work and FORTUNE.


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 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:

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Posted: 2021-04-16 Expires: 2021-06-09

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Sr Business Support Specialist

Edward D. Jones & Co., L.P (HO)
St Louis, MO 63103

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