Advisor Support & Training Specialist

StoneX Group Inc.; Birmingham (AL); On-site; USD 42,000 - 52,000; Full time

Job summary

StoneX Group Inc. seeks an administrative professional to support independent branch offices and Home Office Operations. You will assist in training, policy development, and provide operational support to ensure efficient, compliant workflows.

The role emphasizes customer service, data accuracy, and collaboration across departments. A Bachelor’s or Associate’s degree is preferred, with strong communication and computer skills; US work authorization is required.

Qualifications

• Associate’s or Bachelor’s degree is preferred; or equivalent combination of education and work experience.
• Experience in the financial services industry is a plus.
• Strong written and oral communication skills.
• Strong interpersonal skills to communicate with other departments, court/regulatory personnel, clients, etc.

Responsibilities

• Works with Regional Managers to complete requests from financial advisors/independent branch offices.
• Review documents from outside offices to ensure complete data for Home Office Operations.
• Review daily compliance/operations notifications and relay to the appropriate financial advisor.
• Provide excellent customer service over the phone and via email.
• Assists in the training and development of other admins.
• Act as liaison between branch operations, home office operations, retail administration and all production areas.
• Maintain prompt and regular communication.

Skills

Written communication

Oral communication

Interpersonal skills

Organizational skills

Time management

Attention to deadlines

Education

Associate’s or Bachelor’s degree

Tools

Microsoft Office

Job description

StoneX Group Inc. seeks an administrative professional to support independent branch offices and Home Office Operations. You will assist in training, policy development, and provide operational support to ensure efficient, compliant workflows.

The role emphasizes customer service, data accuracy, and collaboration across departments. A Bachelor’s or Associate’s degree is preferred, with strong communication and computer skills; US work authorization is required.