Position Details

Type Not Specified

Experience mid

Exp. Years 3-5 years

Education High school diploma or equivalent; bachelor's degree preferred.

Category System Administration

About this role

Technical Specialist II on the Canada New Accounts and Maintenance Team executes core daily processing, supports technology enhancements, and leads medium-sized projects to improve onboarding and account maintenance with strong controls.

Key Responsibilities

Execute core daily processing, support technology enhancements, support key business functions, lead/serve as SME on medium projects, manage system upgrades and issue escalation

Technical Overview

Role involves requirements gathering, test script development, system testing, and implementation readiness; supports data visualization and reporting using Power BI/Tableau; requires collaboration across branches and technology teams.

Ideal Candidate

The ideal candidate is a mid-level technical specialist with 3-5 years in financial services, proficient in Power BI, Tableau, and SQL/PostgreSQL; experienced with data visualization, reporting, system testing, and requirements gathering to support onboarding and maintenance.

Must-Have Skills

High school diploma or equivalent; bachelor's degree preferred.3-5 years of experience in financial services or related fieldStrong knowledge of complex systems and operational interdependenciesAbility to identify process improvement opportunitiesStrong communication and documentation skillsSelf-motivated and able to work independently or remotely

Tools & Platforms

Power BITableauSQL / PostgreSQLMicrosoft 365

Required Skills

Power BITableauSQL / PostgreSQLMicrosoft 365Data visualizationReportingSystem testingTest script developmentRequirements gathering

Hard Skills

Power BITableauSQL / PostgreSQLMicrosoft 365Data visualizationReportingSystem testingTest script developmentRequirements gathering

Soft Skills

CommunicationCollaborationAnalytical thinkingDetail-orientedProblem-solvingSelf-motivated

Industry & Role

Industry Financial Services

Job Function Support onboarding and account maintenance via analytics and system enhancements for Edward Jones Canada.

Role Subtype IT/Systems Analyst

Tech Domains Power BI, Tableau, SQL / PostgreSQL, Microsoft 365, Data visualization

Keywords for Your Resume

technical specialist iiedward jonespower bitableausql / postgresqlrequirements gatheringsystem testingdata visualizationreportingonboardingprocess improvementcross-functional collaborationfinancial servicesonsitetempe azmicrosoft 365regulatory controlsrisk managementdata analysisanalytics

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