Technical Specialist II - Canada Estates

This job posting is anticipated to remain open for 30 days, from 08-Oct-2026. The posting may close early due to the volume of applicants.

Looking for an opportunity to make a meaningful impact while supporting clients and branch teams through complex estate-related processes? As a Technical Specialist II – Estates Team, you'll leverage your expertise in estate operations, account administration, and regulatory requirements to support the accurate and timely handling of estate matters while enhancing the client experience and mitigating operational risk.

Key Responsibilities Include:

• Serve as a knowledgeable resource for estate-related operational processes, policies, and procedures. Support the administration and processing of estate accounts by ensuring transactions, documentation, and account maintenance activities are completed accurately, timely, and in accordance with firm and regulatory requirements.

• Review and analyze estate documentation, including court-issued documents, trust-related materials, beneficiary information, and other legal paperwork to determine appropriate account actions and required processing steps. Escalate complex or unique situations as needed while ensuring consistent application of policies and controls.

• Maintain a strong understanding of estate administration practices, regulatory requirements, and internal policies impacting account ownership changes, asset distribution, beneficiary payouts, and account servicing activities. Apply this knowledge to support operational compliance and risk mitigation efforts.

• Identify opportunities to improve processes, increase efficiency, and enhance the client and branch experience. Participate in business initiatives, system enhancements, procedural updates, and testing activities to support continuous improvement within the Estates Team.

• Support quality control and risk management activities through accurate documentation review, adherence to established procedures, and timely resolution of exceptions. Assist in identifying trends, recommending corrective actions, and promoting consistent operational practices.

• Collaborate effectively with cross-functional partners to ensure estate-related activities are completed efficiently and in alignment with business objectives, client needs, and regulatory expectations.

Recognized as a trusted resource within the Estates Team, this role contributes to positive client outcomes through operational expertise, strong attention to detail, effective problem-solving, and collaborative partnership while helping ensure the organization delivers exceptional estate servicing and support.

At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate.

What Experience You’ll Need

• High School diploma or equivalent required.
• 3+ years of experience in the financial services industry or a related operational environment.
• Experience supporting Canadian Tax functions and strong knowledge of CRA regulations
• Strong analytical and problem-solving skills with the ability to research, identify, and resolve complex issues.
• Experience working with operational systems and technology platforms within a financial services environment.
• Ability to identify process improvement opportunities and recommend solutions that enhance efficiency, accuracy, and risk mitigation.
• Strong attention to detail and commitment to maintaining data integrity and operational controls.
• Effective communication skills with the ability to collaborate across business areas, vendors, and external partners.

What Could Set You Apart

• Bachelor’s degree in Business, Finance, Accounting, or a related field.
• Experience supporting process improvement initiatives, workflow optimization, and operational change management.
• Proven ability to train, coach, and mentor associates.
• Experience and/or working knowledge with:
• Excel
• Salesforce
• Share Point
• JIRA
• Power BI
• Experience working in a fast-paced environment with competing priorities and critical processing deadlines.
• Familiarity with regulatory, audit, and risk management requirements within the financial services industry.

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.

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.