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Position summary

nal skills? Do you enjoy a processing atmosphere combined with a great degree of client service?

If so, you may be an ideal candidate for the open position of Processing Coordinator of Document & Workflow Services at Edward Jones.
Responsibilities include processing numerous documents in a timely and efficient manner, working with various firm and industry systems and enjoys process improvement and automation of technology. If you enjoy working with branch offices and other departments, this may be an ideal career move for you.

The Document & Workflow Services Team is responsible for converting physical documents into digital formats to streamline organizational processes. The team uses high speed scanners, OCR software and secure document management systems to capture, index and store documents electronically. Once digitized, documents are integrated into operational workflows.

What You'll Do:

Responsible for effectively and accurately processing routine and non-routine activities/transactions by drawing on multiple information sources and understanding multiple effects of a transaction. Activities may not follow a pre-determined path, rather will require discretion and use of judgment. Functions may include, but are not limited to: verifying documents for completeness, adjustments to customer and/or firm accounts, performing calculations relating to exceptions and corrections, and be able to effectively communicate with financial advisors, internal headquarter associates and vendors.
Requires understanding of the brokerage industry and in-depth knowledge of area systems, processes and procedures including those of related departments and divisions.
Serve as subject matter expert to others, both within and outside of the area. Share knowledge, ideas and solutions. Ability to identify process improvement opportunities and leverage resources to implement.
Handle escalated issues requiring in depth research, communication with other areas of the firm and/or outside contact and work directly with the branch on resolution.
Retain knowledge of several systems and processing guidelines.
Maintains performance standards and expectations while increasing contribution to department initiatives
Effectively use knowledge and resources to ensure processing is compliant with regulations and current policies.
Assists the department in identifying trends for the purpose of simplifying procedures and creating efficiencies for branch teams and home office.
Establish and maintain effective communications and relationships within business areas, service providers and vendors.

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:

Hiring Minimum: $42100
Hiring Maximum: $65100

Processing Coordinator - Document and Workflow Services

Edward Jones

Why you should apply for a job to Edward Jones:

Position summary

Why you should apply for a job to Edward Jones: