Operations Specialist

Operations SpecialistOperations specialist conference call notes: Paperwork, maintain and check on documents, in office, make sure the branches paperwork gets where it needs to go. Great attitude, polish, professionalism "chic fila" service working with branches. Very entry level role.

Can teach when they need to know. Top 3 skills: Great communication, Detail oriented (putting medallion stamp), Good time management. Team Details This individual will be working with a team of three that facilitates and manages the transfer of stocks, bonds, etc.

into the firm which requires a transfer guarantee stamp. They also work to resolve any issues that may arise.Responsibility Summary/Job DescriptionProcessing, reviewing, and guaranteeing (stamping) manual transfers of investments.Gaining the required signatures before the investments can be sent to Edward Jones for processingProcessing the transfer paperwork that is overnighted from the branches, and mailing or overnighting transfer paperwork to financial institutionsSpeak with individuals across the entire organization, both home office and branches.Required QualificationsHigh School DiplomaStrong written and verbal communication skillsExcellent organizational skillsAbility to build and manage relationshipsExcellent customer service skills and the ability to build and manage relationshipsCritical thinking skills with the ability to solve problems with a focus on solutionsBasic MS Office skillsPreferred QualificationsAssociate or bachelor's degree preferredBenefits of accepting engagements This is a great opportunity for someone to learn about the financial industry and a foot in the door to Edward Jones. They would be working with a great team of people and the leader will provide them with all the training they need to be successful.Benefits (employee contribution):Health insuranceHealth savings accountDental insuranceVision insuranceFlexible spending accountsLife insuranceRetirement planAll qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Rate of pay within the stated range will depend on the qualification of the applicant.