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Specialist II - Fund Administration, CSG at Edward Jones in Tempe, Arizona

Posted in Finance 30+ days ago.

This job brought to you by eQuest

Type: Full-Time

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.

The Fund Administration team is part Investment Advisory and supports the Bridge Builder Funds and the Edward Jones Money Market Fund.  We are seeking a talented, experienced, and innovative individual who can adapt and deliver results in this challenging and rapidly growing environment.

Position Requirements:

Bachelor's degree in accounting, finance, economics, mathematics or related field.

Three+ years of experience in asset management or financial services industry; preferably mutual fund accounting, administration, trading, operations, product management or similar

Fundamental knowledge of investment concepts, practices, and procedures used in the investment industry, specifically mutual funds

Understands and applies intermediate knowledge of product/tool/systems, regulatory issues and Edward Jones business model, philosophies and values

Demonstrates strong written and verbal communication skills and ability to create presentations and reports

Demonstrates fundamental knowledge of systems/products/services of partners/vendors.

Demonstrates personal initiative, strong interpersonal, and strong project management skills.

Demonstrates organization and time management skills to be able to meet deadlines.

Detail oriented