Advisor Support Associate

StoneX Group Inc.; Birmingham (AL); Sur place; USD 42 000 - 54 000; Plein temps

Résumé du poste

StoneX Group Inc. is seeking an Administrative Support professional to back Regional Managers and independent branch offices. The role involves document review, data integrity, and timely communication with compliance, operations, and financial advisors.

You will assist in onboarding and training other administrators, implement policy guidance, and serve as a liaison across branches and Home Office to ensure smooth daily operations in a fast-paced financial services environment.

Qualifications

• Associate’s or Bachelor’s degree preferred; or equivalent education and work experience.
• Experience in the financial services industry is a plus.
• Strong written and oral communication skills.

Responsabilités

• Works with Regional Managers to fulfill requests from financial advisors/independent branch offices.
• Review documents from outside offices to ensure complete and accurate data for Home Office Operations.
• Review daily notifications from Compliance and Operations and relay to the appropriate advisor.
• Answer questions and research issues.
• Provide excellent customer service over the phone and via email.
• Assist in training and development of other administrators.
• Provide policy and procedural training to assigned advisors.
• Act as liaison between branch operations, home office operations, retail administration and all production areas.
• Maintain prompt and regular communication and duties as assigned.

Connaissances

Written communication

Verbal communication

Interpersonal skills

Time management

Microsoft Office

Office administration

Formation

Associate’s or Bachelor’s degree

Outils

Microsoft Office

Description du poste

Overview

Connecting clients to markets – and talent to opportunity

With 4,300 employees and over 400,000 retail and institutional clients from more than 80 offices spread across five continents, we’re a Fortune-100, Nasdaq-listed provider, connecting clients to the global markets – focusing on innovation, human connection, and providing world-class products and services to all types of investors.

Overview

Connecting clients to markets – and talent to opportunity

With 4,300 employees and over 400,000 retail and institutional clients from more than 80 offices spread across five continents, we’re a Fortune-100, Nasdaq-listed provider, connecting clients to the global markets – focusing on innovation, human connection, and providing world-class products and services to all types of investors.
At StoneX, we offer you the opportunity to be part of an institutional-grade financial services network that connects companies, organizations, and investors to the global markets ecosystem. As a team member, you'll benefit from our unique blend of digital platforms, comprehensive clearing and execution services, personalized high-touch support, and deep industry expertise . Elevate your career with us and make a significant impact in the world of global finance.

Business Segment Overview - Institutional:

Immerse yourself in the best-in-class institutional-grade technology, working alongside industry experts and gaining exposure to various asset classes, such as equities, options, fixed income securities, and advanced trading, research, and management technology.

Responsibilities

Position Purpose: Provides administrative and training support to independent branch offices including ; assisting in the training and development of other administrators; providing pol i cy and procedural training: initiating, maintaining and documenting efficient and effective operational and systems policy and procedures: provid i ng operational support; providing an interface for Branch Operations , Home Office Operations, Retail Administration and all production areas.

Primary Responsibilities

• Works in conjunction with the Regional Managers to complete requests from financial advisors/independent branch offices .
• Review documents received from outside offices to ensure complete and accurate data can be processed by Home Office Ope r ations.
• Review daily notifications from Compliance and Operations then delivers to the appropriate financial advisor for advisement
• Answer questions and research issues
• Provide excellent customer service over the phone and v i a e-mail.
• Assists in the training and development of other adm i
• Provide policy and procedural training to ass i gned advisors and their
• Act as liaison between branch operations , home office operations, retail admin i stration and all production areas.
• Maintains prompt and regular
• This list of duties and responsibilities is not intended to be all-inclusive and can be expanded to include other duties or responsibilities that management deems necessary .
  

Qualifications

Job Requirements

• Associate’s or Bachelor’s degree is preferred; or equivalent combination of education and work experience.
• Experience in the financial services industry a plus
• Strong written and oral communication skills
• Strong interpersonal skills to communicate with other departments, court/regulatory personnel, clients, etc.
• Excellent organizational and time management skills
• Ability to adhere to strict timelines.
• Intermediate to advanced computer skills including Microsoft Office
• Must be authorized to work in the US for any employer.

Physical requirements/Working conditions

• Climate controlled office environment
• Minimal physical requirements other than occasional light lifting of boxed materials.
• Dynamic, time-sensitive environment