Legal Administrative Assistant – Complaint Investigations

Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.

Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what its like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together – as they grow as individuals. If these words resonate with you, we should talk.

Job Overview

Position Schedule: Full-Time

Team Overview:

Our Legal Division works to enhance solutions for millions of clients and their families. We are looking for a Legal Administrative Assistant to support and accelerate the work and results of the Complaint Investigations Team. This opportunity will afford the successful candidate the opportunity to be a part of a culture that inspires the individual and supports them so that they can care for their colleagues and assist in building a team focused on delivering solutions.

What Youll Do:

In this role, you will be critical to the teams success in ensuring the firm meets specific regulatory requirements relating to complaints. With the input of your team, you will find new ways to enhance processes and procedures. This position requires extensive computer usage – typing, emails, data entry, and web-based navigation, while assuring the timely and accurate entry of legal documents and information within a case management system.

Under general supervision, the associate will be responsible for:

Managing high volumes of tasks and projects in an organized and prioritized manner.

Managing intake and opening of client complaint files.

Managing email inboxes for verbal complaints, written complaints, and regulatory filings.

Managing incoming calls from clients and firm associates.

Completing regulatory filings related to compliant matters with an emphasis on accuracy and timeliness to avoid regulatory scrutiny and late filing fees.

Handling multiple, competing priorities in an efficient and effective manner.

Reacting with appropriate urgency to situations and events.

Discerning priorities and proactively managing timelines.

Utilizing sound judgment to determine urgency of situations and escalate, as necessary.

Anticipating when follow up is needed and delivering.

Creating, updating, and maintaining reports requiring compilation of data from different sources and systems.

Managing privileged and confidential information on an ongoing basis.

Reviewing highly confidential information and creating reports while working within document retention schedules.

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:

Hiring Minimum: $45260

Hiring Maximum: $74635

Skills/Requirements

What Experience Youll Need:

3 years of administrative support, or equivalent, is required; experience in an in-house legal environment is preferred.

Experience processing different types of business and/or legal documents while understanding their implications.

Advanced proficiency in Microsoft Outlook, Word, Excel, PowerPoint, SharePoint, Adobe Professional, various web-based applications, data entry and/or electronic records management and document management programs, as well as a general comfort with learning new technology.

What Could Set You Apart:

Bachelors Degree

Experience or knowledge of the Financial Services Industry

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

Awards & Accolades

At Edward Jones, we are building a place where everyone feels like they belong. Were 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

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 8 million clients and 19,000 financial advisors across the U.S. and Canada, were 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 2023, data as of December 2022. 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.

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