Reporting Specialist II

Opportunity Overview

Join our team and help empower our branch network with the insights, tools, and support they need to deliver exceptional service. We’re looking for someone who loves solving problems, organizing information, supporting internal teams, and improving business processes through better reporting and data visibility. This role blends data analysis, customer service, relationship management, and operational support.  What You’ll Do Turn data into actionable insights

• Design and develop user-friendly reports, dashboards, and tracking tools that help teams understand performance and make informed decisions.
• Organize, cleanse, and interpret data from multiple sources to identify trends, opportunities, or risks.
• Recommend improvements that drive efficiency and support business goals.

Be a trusted partner to branch teams

• Provide thoughtful, high‑quality support to branches, helping them understand systems, provide updates and operational processes.
• Serve as a subject-matter expert on assigned business areas—understanding not only how things work, but why.

Support operational excellence

• Maintain and update Support Services intranet pages to ensure branches can quickly find accurate resources.
• Process mail, shipping, print, and fulfillment invoices, ensuring costs are allocated correctly and discrepancies are resolved.
• Monitor UPS activity, troubleshoot issues, collaborate with partners, provide information to branches and help protect client information.

Collaborate and coordinate with vendors

• Work with external partners to extract, archive, or validate data.
• Act as a liaison to ensure service quality and smooth day-to-day operations.

Position Type

Home Office

Position Schedule

Full-Time

EEO Statement

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.

Posting Location

Missouri, St. Louis

Company Description

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. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.  

External Flexible Work Option(s)

Hybrid

Awards and 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 Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

Country

United States

Search Headquarters Positions by Area of Interest

Client Services & Operations, TECHNOLOGY

Position Requirements

• Qualifications Required: Education/Certification
• Minimum of a B.S. in Computer Science, Management Information Systems or comparable degree preferred or equivalent work experience.   
• Years of Relevant Experience
• 1-2 years business experience utilizing report writing software or programming, researching, and implementing business applications, developing, and maintaining web-based reporting, and data query tools preferred. 
• Intermediate knowledge of Microsoft Office (Word, Excel, PowerPoint, Outlook) required, including pivot tables, charting, advanced formulas, conditional formatting and macros.
• 2 years' customer service experience preferred.  
• Skills/Requirement:
• Relentless attention to detail, strong organizational skills, and ability to prioritize across multiple initiatives with competing priorities.
• Demonstrated analytical thinking and complex problem-solving ability.
• Knowledge of internal and external processes, procedures, and systems associated with multiple functions within department.
• Unwavering commitment to date governance, protection of sensitive and confidential data.
• Strong verbal and written communication skills with the ability to problem solve technical equipment, system problems, explain patterns in data and provide mail and shipping guidance.

Salary Information

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. Apply To This Job