Job Description

Position Requirements

• Bachelor’s degree preferred.
• 3+ years of experience supporting retirement accounts such as ERISA or non-ERISA plans, financial services, or a related field preferred.
• Demonstrated ability to oversee vendor relationships, monitor performance, and address service-related issues.
• Strong problem-solving skills with the ability to perform qualitative and quantitative analysis to determine appropriate solutions.
• Ability to manage competing priorities and adapt effectively in a changing environment.
• Strong written and verbal communication skills with the ability to communicate effectively across departments and with external partners.
• Experience evaluating and mitigating risk related to vendors and internal processes
• Experience utilizing Microsoft Office products, including advanced Excel skills; experience with Power BI and operational reporting is preferred.
• Ability to analyze, research, and make decisions on non-routine issues independently with minimal guidance.

What We're Looking For:

• Someone with strong attention to detail who consistently delivers accurate and high-quality work.
• An adaptable professional who thrives in evolving environments and embraces continuous improvement.
• A self-starter who can navigate ambiguity and independently drive work to completion.
• A collaborative partner who builds strong relationships across teams and with external vendors.
• Someone passionate about improving operational processes and delivering positive outcomes for Workplace clients.

Company Description

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.

Awards and 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

Position Schedule

Full-Time

Posting Location

Missouri, St. Louis

External Flexible Work Option(s)

Hybrid

Position Type

Home Office

EEO Statement

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.

Salary Information

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.

Country

United States

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