Processing Coordinator II, FIN
Edward Jones
**You could say we're at the center of the center.**
Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our more than 7 million clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate new ways of working. Using insights to create solutions for the future - in the here and now.
**Job Overview**
**Position Schedule:** Full-Time
This job posting is anticipated to remain open for 30 days, from 23-Feb-2026. The posting may close early due to the volume of applicants.
The Processing Coordinator II opportunity offers an experienced operations professional the chance to play a critical role in ensuring accurate, compliant, and timely processing of routine and non‑routine transactions within a fast‑paced financial services environment. This position leverages deep knowledge of brokerage systems, processes, and regulations while serving as a trusted subject‑matter resource to peers and business partners. The role emphasizes ownership of complex and escalated issues, collaboration across departments and with branches, and the ability to exercise sound judgment when activities fall outside standard procedures. In addition to core processing responsibilities, the position provides meaningful opportunities to informally lead through knowledge sharing, influence process improvements, and contribute to efficiencies that positively impact clients, financial advisors, and internal stakeholders-all while remaining an individual contributor.
+ text-indent:-.25in">Serves as a **point of guidance for peers** , drawing on multiple information sources to assess impacts across systems and processes. Functions include verifying documentation for completeness, performing account adjustments and calculations for exceptions and corrections, and **leading effective communication** with financial advisors, internal headquarters associates, and vendors.
+ text-indent:-.25in">Demonstrates a strong understanding of the brokerage industry and **in‑depth knowledge of departmental and cross‑functional systems, processes, and procedures** , enabling the associate to **support, advise, and inform others** within and outside the area.
+ text-indent:-.25in"> **Acts as a subject matter expert and informal leader** , proactively sharing knowledge, best practices, and solutions. Identifies process improvement opportunities and **partners with leaders and peers** to leverage resources and drive implementation.
+ text-indent:-.25in"> **Owns the resolution of escalated issues** , conducting in‑depth research, coordinating with internal business partners and/or external contacts, and working directly with branches to lead issues through to resolution.
+ text-indent:-.25in">Maintains working knowledge of multiple systems and processing guidelines and **promotes consistency and accuracy** through peer support and knowledge transfer.
+ text-indent:-.25in">Consistently meets performance standards while **increasing contribution to departmental initiatives** , continuous improvement efforts, and team success.
+ text-indent:-.25in">Apply expertise and available resources to ensure processing is compliant with regulatory requirements, firm policies, and risk standards, **serving as a role model for adherence and quality** .
+ text-indent:-.25in">Assists in identifying trends, root causes, and opportunities to simplify procedures and improve efficiencies for branch teams and the home office, **influencing change through insight and collaboration** .
+ text-indent:-.25in">Establishes and maintains effective working relationships across business areas, service providers, and vendors, **positively influencing outcomes through credibility, communication, and collaboration** .
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 (https://secure.edwardjonesbenefits.com/fleet/public/index/f914262d-0362-4682-bd1e-0ccd25f1dfb1) .
**Hiring Minimum:** $47800
**Hiring Maximum:** $78800
Read More About Job Overview
**Skills/Requirements**
+ High school diploma or equivalent is required. A college degree is preferred.
+ 3-4 years relevant experience in an operations/processing position in the brokerage, banking or financial services industries is strongly preferred.
+ Must be comfortable working in a fast paced, team-oriented environment, stay organized to perform and prioritize multiple tasks.
+ Must be able to demonstrate strong attention to detail and commitment to accuracy and quality to ensure department goals and deadlines are met or exceeded.
+ Strong customer service focus that supports firm's commitment to exceed client needs and resolving client escalation timely and accurately.
+ Must have excellent written and verbal communication skills.
+ Previous experience with Microsoft Office tools and spreadsheets is required.
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**Awards & 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 (https://careers.edwardjones.com/blog/?\_sft\_category=awards-accolades)
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/en-CA/blogs/?\_sft\_category=awards-accolades-en-ca)
Read More About Awards & Accolades
**About Us**
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 (https://careers.edwardjones.com/blog/edward-jones-releases-annual-purpose-inclusion-and-citizenship-report/?codes=DIRECT&utm\_source=DIRECT) .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
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.
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