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HR Records Splt II, HR at Edward Jones

Posted in Admin - Clerical 30+ days ago.

This job brought to you by eQuest

Type: Full-Time
Location: St. 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.

At Edward Jones, the Human Resources division utilizes people expertise to proactively drive high-impact solutions that deliver firm results. Cultivating a highly talented and inclusive workforce, you’ll guide an exceptional associate experience, enabling them to do their best work.

Here, you’ll enable continued firm growth through professional and leadership development, workforce and succession planning, inclusion & diversity, and talent acquisition and engagement. By driving these human resources solutions, your work will serve both firm and associates’ best interests and support Edward Jones being recognized as a Best Place to Work.


Attract, develop and retain the people we need for today and in the future through our Human Resources departments:
Inclusion and Diversity
Associate Relations
Benefits and Profit Sharing
HR Records
HR Systems
Organizational Consulting
Senior Leadership Development
Headquarters Recruiting

The HR Records department is responsible for managing all pre/post hire transactions for firm associates and pre/post onboarding transactions for contractors in both the US and Canada. 



  • Process, support and manage pre and post hire transactions for one or multiple associate groups (HQ, Contractor, Branch, and FA) and register them into the firms HR Management System (PeopleSoft) and corresponding mainframe systems for all US and Canada associates. Work includes, but is not limited to such transactions as onboarding newhire information, processing transfers, terminations, rehires, leaves, compensation updates, processing unemployment claims and conducting unemployment hearings.

  • Coordinate,collect,  and process required federal hiring documents and internal hiring documents (i.e. Fingerprints, policies, i-9, eVerify) for all US and Canada associates.

  • Serve as customer service rep to handle questions related to HR personnel information and PeopleSoft HRMS data.  Troubleshoot problems/questions related to associate/branch information; bringing timely resolution to issues.

  • Assist with special projects, data clean-up and firm-wide initiatives as needed.

  • Serve as a back-up for one or more positions within the department.

  • Collaborate with various departments in the firm on submitted transactions or inquiries; escalating issues when necessary and fielding inquiries on processes and guidelines as set by the firm.  Assist areas with resolution and identify opportunities for improvements or enhancements when appropriate.

  • Demonstrates "Subject Matter Expert" level of knowledge of department procedures, HRMS system requirements, and interactions throughout the firm.  Provides knowledge transfer and training to other team members.

  • Participate in system testing – assist in preparing and executing test scripts for various processes.

  • Complete necessary training and keep up to date on changes in processes or information necessary to perform the job.  Responsible for continually learning on the job through daily department emails, team/department meetings, and continuing education sessions.




  • Bachelors preferred or relevant work experience.




  • 3 to 5 years of experience in a data processing environment,customer service or equivalent.




  • Excellent customer services and reconciliation skills.

  • Excellent verbal/written communication skills

    • Must be able to respond verbally and in writing thorough answers/instructions and direction; avoiding closed answers.

  • Organizational and time management skills essential.  Must be able to multi-task and address/resolve deliverables in a timely manner.

  • Must be able to learn and apply technical information relevant to the job; maintaining data integrity at all times.

  • Microsoft Office applications and Internet Explorer skills required.