Advisor Support & Training Specialist

StoneX Group Inc.; Birmingham (AL); On-site; USD 42,000 - 54,000; Full time

Job summary

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.

Responsibilities

• 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.

Skills

Written communication

Verbal communication

Interpersonal skills

Time management

Microsoft Office

Office administration

Education

Associate’s or Bachelor’s degree

Tools

Microsoft Office

Job description

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.