Branch Support Specialist
1 day ago
The primary role of the Branch Support Specialist is to support various branches remotely across the country with Financial Client Associate ("FCA")/Compliance duties on an as needed basis. This person should expect to support multiple branch offices simultaneously.
Essential Duties & 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
- 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
Work Environment
This position requires the ability to work in a stationary position for several hours at a time and the ability to lift up to 25 pounds, occasionally. Some filing is required. The work environment is an air-conditioned, smoke-free, office environment. This position routinely uses standard office equipment such as computers, phones, photocopiers and filing cabinets.
About Benjamin F. Edwards
If you are interested in joining a different kind of firm that truly puts the interests of its advisors and clients first, you have come to the right place. Founded in 2008 and serving more than 300 advisors with over $50 billion in assets, Edwards has the scale our advisors expect and the ability to deliver the personal touch and concierge-level service our clients deserve.
We are a firm that values our legacy of family and colleagues and cherishes an environment where all succeed through collaborative support. To us, legacy is not only about the past - it is building an experience that prepares all of us, and our clients, for the future.
We invest in our team and recognize and appreciate the value of hard work. The rewards of the job are founded in the difference you will make in the lives of our clients and extend throughout a culture that inspires you to learn, grow, and be your best. Having fun is part of the firm's mission statement.
We offer a comprehensive benefits package which includes health, dental, vision, 401(k), life insurance, disability, and paid time off.
Our client-first mission is grounded in the Golden Rule; when you join Benjamin F. Edwards you are well cared for, and we welcome all applicants with the skills, experience, and enthusiasm to do a great job regardless of race, color, religion, gender, sexual orientation, national origin, genetics, disability, age, or veteran status. Benjamin F. Edwards is an Equal Opportunity Employer
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