Specialist I - Expenditure Management

Expenditure Management Specialist I

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 it's 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.

Position Schedule : Full-Time

Overview : The Expenditure Management Specialist I role is an opportunity for a service minded individual to support our branch teams by ensuring timely, accurate and compliant filing and payment of our branch business licenses and personal property tax obligations. The team's goal is to increase the amount of time available for our branch teams to serve clients by eliminating this administrative burden. We have a small, close-knit team that works collaboratively to meet the variable volume and demands of our deadline driven work. We have built and maintain trusted relationships with key stakeholders such as Accounts Payable, Asset Management, Branch Real Estate, Tax, and Legal to deliver superior results.

Key Responsibilities :

• Property tax filing and payments
• Business license compliance functions and payments
• Data management including large file manipulation and uploads
• Credit card and accounts payable payment reconciliations
• Branch team service escalations and follow up with jurisdictions on licensing and tax matters
• Work closely with the team, with other departments within Finance, and with various levels of associates in other divisions of the Firm.
• Coordinate with others to accomplish tasks and meet deadlines efficiently.
• Identify and proactively escalate complex and broad impact issues to the leadership level unless precedent and / or procedure already exist.
• Occasional administrative work such as mail review and document scanning

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.

Hiring Minimum : $46600 Hiring Maximum : $76800

Skills / Requirements : What you will need :

Candidates that live within in a commutable distance from our St. Louis, MO home office location are expected to work in the office three days per week, with preference for Tuesday through Thursday.

About Us : Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 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.