[Remote] Workflow Resource Analyst, SRV
Note: The job is a remote job and is open to candidates in USA. Edward Jones is hiring a Workflow Resource Analyst to support Tailored Branch Support teams through workforce planning, forecasting, scheduling analysis, staffing models, and operational support. The role uses data and stakeholder collaboration to improve efficiency, service levels, and business outcomes.
Responsibilities
- Develop and maintain volume forecasts to support departmental staffing and operational planning
- Analyze historical trends, seasonal patterns, and planned business initiatives to predict future workload demands
- Create and maintain staffing models that align workforce capacity with business needs
- Partner with leaders to provide staffing recommendations and influence hiring decisions
- Monitor real-time and future resource requirements to ensure departments meet or exceed performance standards
- Generate, maintain, and analyze scheduling and workforce management reports
- Process scheduling requests, tickets, emails, and voicemails in a timely manner
- Monitor staffing utilization and proactively communicate resource gaps or risks
- Support efforts to maintain optimal staffing coverage and service level performance
- Identify trends and recommend scheduling adjustments based on changing business needs
- Research and recommend best practices that improve workforce management and scheduling efficiency
- Support and participate in initiatives, projects, and process changes across Tailored Branch Support
- Assist in the implementation of new tools, systems, and workflows
- Collaborate with business partners and stakeholders to improve operational effectiveness
- Participate in regular stakeholder meetings and provide workforce insights and recommendations
- Maintain an active development plan focused on growth and continuous improvement
- Lead regular development discussions with leadership
- Complete ongoing learning and development activities to strengthen workforce management, analytics, and business acumen
- Contribute to the evolution of team capabilities through knowledge sharing and continuous learning
Skills
- Strong analytical and problem-solving skills
- Experience working with large data sets and translating insights into recommendations
- Advanced proficiency in Microsoft Excel
- Strong verbal and written communication skills
- Ability to manage multiple priorities in a fast-paced environment
- Strong attention to detail and organizational skills
- Experience in workforce management, forecasting, scheduling, workforce planning, or capacity management
- Experience with workforce management tools and reporting platforms
- Knowledge of operational metrics, service levels, and staffing methodologies
- Experience supporting business process improvement initiatives
- Familiarity with Power BI, Tableau, SQL, or similar analytical tools
Benefits
- Medical and prescription drug, dental, and vision coverage
- Voluntary benefits (such as accident, hospital indemnity, and critical illness)
- Short- and long-term disability, basic life, and basic AD&D coverage at no cost to associates
- 401k retirement plan
- Health savings account and flexible spending account
- Ten paid holidays
- 15 days of vacation for new associates beginning on January 1 of each year
- Sick time and personal days
- 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
Company Overview
- Edward Jones provides personalized investment advisory, brokerage, and management services. It was founded in 1922, and is headquartered in St Louis, Missouri, USA, with a workforce of 10001+ employees. Its website is https://www.edwardjones.com.
Company H1B Sponsorship
- Edward Jones has a track record of offering H1B sponsorships, with 2 in 2022, 6 in 2021, 1 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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