Operations Department Generalist

This job posting is anticipated to remain open for 30 days, from 19-May-2026. The posting may close early due to the volume of applicants.

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.

As a department Generalist in Trust Operations, you will support Edward Jones Trust Company, clients and branch teams by supporting multiple complex processes, driving process improvements, resolving escalations timely and serving as a key resource for peers. This role may have a variety of daily and periodic responsibilities based on the department's business needs and requires strong problem solving, communication and collaboration skills.

Key Responsibilities:

• Develop deep subject matter expertise in the team's core and critical functions, including a clear understanding of both the "why" and the "how" behind the work, as well as the upstream and downstream impacts on key stakeholders.
• Proactively identify opportunities to improve processes, streamline or eliminate unnecessary work, and reduce risk, and take initiative to help implement meaningful solutions.
• This individual will be responsible for performing multiple complex operations functions (i.e. fees, commissions, house account reconciliations) based on a comprehensive understanding of the work.
• This individual will frequently serve as a team resource, filling whatever needs exist based on volume, staffing variations, and overall department needs.
• Serve as a SME and escalation point of contact.
• Department representation on broader business plan initiatives.

Requirements:

• Bachelor's degree or relevant work experience is preferred
• 4+ years of experience in a financial services environment (i.e. brokerage, banking, insurance, etc.) required.
• Must have strong time management and organizational skills with the ability to multi-task and handle a heavy workload in order to be able to fulfill all the roles within the department.
• Excellent communication and collaboration skills
• High level of learning agility
• Advanced Excel Skills

What Could Set You Apart:

• Series 99
• Series 7
• Experienced with Power BI

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

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.

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.