**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 **Team Overview:** The 529 & Invoicing team is part of the Networking & Product Support department. The team is responsible for 529 Operations, Mutual Fund Invoicing, Workplace Retirement Operations, and Contracts with Mutual Fund Product Partners. The team regularly collaborates across departments and divisions to support multiple products across the firm. **What You'll Do:** As a Senior Technical Specialist on the team, you will be responsible for supporting mutual fund invoicing processes with 100+ mutual fund product partners and supporting day-to-day operations and oversight of 529 accounts. Invoicing work is cyclical and is heaviest during the first week of each month. Other responsibilities include: + Serve as a subject matter expert and perform monthly invoicing procedures related to mutual fund products such as Shareholder Accounting and 12b-1 invoicing with specific attention to detail. + Perform regular and periodic controls on invoicing processes to ensure accuracy of invoices and adherence to regulatory requirements. Support team audit requests on an as needed basis. + Act as a liaison to Edward Jones Mutual Fund Product Partners and answer invoicing inquiries on an as needed basis. + Support 529 operations through completion of regular controls, oversight of processes, and performance of regular processes needed to support the 529 business. + Analyze, research, and interpret, complex information utilizing a high degree of industry and regulatory knowledge related to the business area. + Serve as a subject matter expert on multiple business area functions including a deep understanding of both how and why the work is performed. + Proactively identify opportunities for process improvement, abandonment, and risk mitigation and implement solutions. + Train and coaching of associates within or across multiple business areas. 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:** $61600 **Hiring Maximum:** $101600 Read More About Job Overview **Skills/Requirements** **What Experience You'll Need:** + High school diploma or equivalent required. + 3+ years of experience in the financial services industry or related field is required, including: + Familiarity with industry and business area specific regulations is required within 6 months. + Knowledge of complex systems and system interdependencies within Operations necessary. + Must have ability to identify process improvement opportunities and determine business requirements while understanding downstream impacts to other systems. + Strong analytical skills preferred with intermediate skills in creating complex spreadsheets and formulas, running Power BI queries creating and analyzing reports, using internet reference material and external resources to proactively develop measures, make decisions, or to manage ongoing controls for the business area. **What Could Set You Apart:** + Bachelor's degree + Mutual Fund or 529 experience + Series 7 license + Advanced Excel knowledge + Proficiency with Power BI *****Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday***** Read More About Skills/Requirements **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://www.edwardjones.com/us-en/why-edward-jones/about-us/corporate-citizenship/purpose-in-action) . 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. \#LI-HO