Processing Coordinator - Document And Workflow Services

Processing Coordinator Of Document & Workflow Services

Here at Edward Jones, the client is our single focus and our relationships with them are the measure of everything we do. The 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

This job posting is anticipated to remain open for 30 days, from 28-Nov-2025. The posting may close early due to the volume of applicants. Are you detail oriented with good organizational 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.

Skills/Requirements

High school diploma or equivalent is required. A college degree is preferred. 1-2 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. Strong analytical and problem solving skills with the ability to apply procedures and guidelines consistently is required. Must have ability to make proper judgement calls based on analysis of available information.

It is a requirement of this candidate to be onsite M-F, HQ North Campus - 201 Progress Parkway.

Awards & Accolades

FORTUNE 2020 - Edward Jones was named No. 7 on the 2020 FORTUNE 100 Best Companies to Work For® list. Edward Jones Ranked No. 6 of the 100 best workplaces for millennials by Great Place to Work and FORTUNE Magazine. 2020 Corporate Equality Index - Edward Jones joins the ranks of 680 major U.S businesses that received top marks in the HRC Foundations 18th Annual Scorecard on LBGTQ Workplace Equality. Edward Jones named a top company for training, ranking No. 25 on Training magazine's 2020 Training Top 125 list - the highest ranking among the financial-services industry! Financial services firm Edward Jones has been named one of the 2019 Best Workplaces for Parents by Great Place to Work and FORTUNE magazine. The firm ranked No. 5 on the list of 50 companies, up two spots from last year. Edward Jones ranked No. 7 on the FORTUNE 100 Best Companies to Work for in 2019 list, the firm's 20th appearance on the list. The firm also was ranked the No. 1 Best Workplace in Financial Services & Insurance and the No. 6 Best Workplace for Millennials by Great Place to Work and FORTUNE.

About Us

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 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.