Financial Operations Professional

1 week ago


Saint Louis, United States Benjamin F Edwards & Co Full time
Job Overview

We are seeking a highly motivated Financial Operations Professional to join our team at Benjamin F. Edwards & Co.

About the Role

This is a challenging and rewarding position that offers the opportunity to work in a fast-paced environment with a collaborative team.

Key Responsibilities

The successful candidate will provide critical support to our advisors and their teams for day-to-day business operations needs, including administration on new and existing accounts and facilitating asset movement requests.

  • Account Support: Provide timely and accurate support to advisors and their teams related to establishing and maintaining accounts, submitting asset movement requests, and processing documents.
  • Workflow Review: Document workflow review to ensure accuracy and proper signatures, and to determine if additional processing is required.
  • Account Maintenance: Process ongoing account-related requests, including but not limited to facilitating check and physical certificate deposits, editing the client account profile, and maintaining client online access instructions.
Requirements

To be successful in this role, you will need to possess excellent communication and problem-solving skills, with the ability to work effectively in a team environment.

What We Offer

In addition to a competitive salary of $65,000 - $85,000 per annum, we offer a comprehensive benefits package which includes health, dental, vision, 401(k), life insurance, disability, and paid time off.

We value diversity and inclusion, and are an Equal Opportunity Employer. If you are a motivated and results-driven individual who is passionate about delivering exceptional client service, we would love to hear from you.



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