Benjamin F. Edwards · 1 month ago
Advisory Services Specialist
St. Louis, MO, US
Full-time
Onsite
Mid Level
3+ years expBenjamin F. Edwards is a firm that focuses on the interests of its advisors and clients. The Advisory Services Specialist will assist advisors with fee-based advisory operations, including account management, billing, and collaboration with third-party asset managers.
ConsultingFinancial Services
Responsibilities
Partner with our advisors and their teams for opening and maintenance of fee-based advisory accounts, including client billing and advisor compensation
Work with our custodians and third-party asset managers on critical tasks such as account setup and funding
Review and monitor fee-based advisory accounts to ensure timely investment of assets, fee-billing, and disbursement of funds
Serve as liaison with external billing teams and the Finance Department on all billing matters
Collaborate with our Trading Services team and third-party asset managers on all trading inquiries, including the reconciliation of trade corrections
Work with other home office teams to assist with supporting the firm’s advisor-directed advisory program
Perform other duties and responsibilities as assigned
Qualification
Required
Energetic and results-driven, with desire to work in fast-paced and team-oriented environment
Constant learner, with the ability to multi-task and work effectively with urgency
Ability to interpret and communicate information effectively
Patient with exceptional client service skills and ability to resolve operational issues
Excellent written and interpersonal communication skills
Proficiency with Microsoft Office Suite
Minimum Work Experience Required: 3+ years of experience in financial services; specifically, fee-based investment advisory
Minimum Education Required: Bachelor's degree in related field and/or equivalent work experience
Preferred
Previous experience working with Orion is preferred
Familiarity with SEC and FINRA rules and regulations
Low-code experience is a plus
Benefits
Health
Dental
Vision
401(k)
Life insurance
Disability
Paid time off
Company
Benjamin F. Edwards
With a legacy spanning nearly 140 years over six generations of the Edwards family, Benjamin F.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
$36.28M2011-07-01Series Unknown· $36.28M
Leadership Team
Tom Martin
CFO - Senior Vice-President
Douglas David Rubenstein
Chief Operating Officer
Company data provided by crunchbase