Processing Coordinator II, FIN

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. The Service and Operations divisions are at the center of it all. We support our clients, branch teams, and headquarters associates in providing the best possible experience. Advocate for 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—both here and now.

Position

Schedule:

Full-Time

This posting is open for 30 days, from 23-Feb-2026, and may close early due to the volume of applicants.

The Processing Coordinator II opportunity offers an experienced operations professional the chance to play a critical role in ensuring accurate, compliant, and timely processing of routine and non‑routine transactions within a fast‑paced financial services environment. This position leverages deep knowledge of brokerage systems, processes, and regulations while serving as a trusted subject‑matter resource to peers and business partners. The role emphasizes ownership of complex and escalated issues, collaboration across departments and with branches, and the ability to exercise sound judgment when activities fall outside standard procedures.

In addition to core processing responsibilities, the position provides meaningful opportunities to informally lead through knowledge sharing, influence process improvements, and contribute to efficiencies that positively impact clients, advisors, and internal stakeholders—all while remaining an individual contributor.

• Serves as a point of guidance for peers, drawing on multiple information sources to assess impacts across systems and processes. Functions include verifying documentation for completeness, performing account adjustments and calculations for exceptions and corrections, and leading effective communication with financial advisors, headquarters associates, and vendors.
• Demonstrates a strong understanding of the brokerage industry and in‑depth knowledge of departmental and cross‑functional systems, processes, and procedures, enabling the associate to support, advise, and inform others within and outside the area.
• Acts as a subject matter expert and informal leader, proactively sharing knowledge, best practices, and solutions. Identifies process improvement opportunities and partners with leaders and peers to leverage resources and drive implementation.
• Owns the resolution of escalated issues, conducting in‑depth research, coordinating with internal business partners and/or external contacts, and working directly with branches to lead issues through to resolution.
• Maintains working knowledge of multiple systems and processing guidelines and promotes consistency and accuracy through peer support and knowledge transfer.
• Consistently meets performance standards while increasing contribution to departmental initiatives, continuous improvement efforts, and team success.
• Applies expertise and available resources to ensure processing is compliant with regulatory requirements, firm policies, and risk standards, serving as a role model for adherence and quality.
• Assists in identifying trends, root causes, and opportunities to simplify procedures and improve efficiencies for branch teams and the home office, influencing change through insight and collaboration.
• Establishes and maintains effective working relationships across business areas, service providers, and vendors, positively influencing outcomes through credibility, communication, and collaboration.

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 401(k) retirement plan and tax‑advantaged…