Benjamin F. Edwards · 2 days ago
Branch Support Specialist
St Louis, MO
Full-time
Hybrid
Mid Level
3+ years expBenjamin F. Edwards is a financial services firm that prioritizes the interests of its advisors and clients. The Branch Support Specialist will support various branches remotely with Financial Client Associate and compliance duties, ensuring efficient operations across multiple locations.
ConsultingFinancial Services
Responsibilities
Duties to include all FCA responsibilities such as opening new accounts, sending documents to clients, setting up ACH instructions, sending fed wires monitoring requirements for branch compliance needs etc
Respond to emails and calls from branch offices with procedural questions
Triage miscellaneous phone calls that are received from branch offices (i.e.: FCA support coverage or compliance/process questions)
Various miscellaneous duties as assigned (i.e.: reports, updating salesforce, etc.)
Some travel (via plane or car) up to 10% of the time, may be required
Qualification
Required
Proficient with Microsoft Office Suite and with Firm specific applications (Salesforce and Netx360)
Acute attention to detail
Excellent written and verbal communication skills
Ability to prioritize and multi-task in a fast paced, team-oriented environment
Ability to determine which requests should be a priority
Ability to monitor for issues that may arise and determine if/when the issue should be escalated to senior management
Minimum Required: Bachelor's Degree or equivalent work experience
Minimum Required: 3+ years working in financial services, having Branch Office experience is preferred
Minimum Required: Series 7 & 66 required upon hire
Preferred
having Branch Office experience is preferred
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