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Sr Reporting Specialist, BRAD at Edward Jones

Posted in Consultant 30+ days ago.

This job brought to you by eQuest

Type: Full-Time
Location: Saint Louis, Missouri

Job Description:

At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 14,000+ branch offices where our more than 7 million clients live and work. A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team's ability to build deep relationships with clients. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. Edward Jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors.

In Client Transition, we aim to optimize the experience for clients before, during, and after a financial advisor transition to ensure a long-term relationship with our organization.  Through the various Client Transitions (Goodknight Program, Retirement Transition Program, Edward Jones Connection, and Open Offices), our focus is to ensure Branch teams are prepared to transition and receive client relationships.  We also partner with branch teams to continuously explore their capacity to serve clients.

The Sr. Reporting Specialist designs, develops, and implements efficient reporting and tracking systems that will collect and report key measures and data so action plans can be developed to support business objectives.

Responsibility Summary:


  • Create, run, modify, and improve standard and on-demand ad hoc reports as needed to support the objectives and operations of the department and key stakeholders

  • Provide counsel, leadership and direction regarding relevant, accurate and efficient calculation of key statistics, use of systems, or reports to meet needs.

  • Design, develop, deliver and coordinate the implementation of training programs regarding the usage of new reports and tracking systems. 

  • Identify and assist with resolutions to data integrity, service, and/or system issues which could include new processes, use of systems, or reports.

  • Administer systems and documentation to ensure system access and subject matter is current and available to meet business needs. 

  • Analyze, document and monitor business process in order to identify process improvements and necessary controls.  Assist team members with the implementation of process and control. 

  • Minimum of a Bachelor's degree preferred or equivalent work experience.  

  •  4+ years' business experience utilizing report writing software or programming, researching and implementing business applications, developing and maintaining web based reporting, and data query tools preferred. 

  • Analytical skills

  • Advanced technical skills using Microsoft Office tools, VBA, Hyperion, Apex and other firm data extraction/visualization tools.

  • Ability to organize multiple sources of information and data.

  • Ability to explain complex, technical computer reporting and data structure issues and requirements to other highly technical persons. 

  • Ability to design streamlined systems, processes and controls to ensure accuracy of program compensation.