Advisory Operations & Billing Specialist

Benjamin F Edwards & Co; Clayton (MO); On-site; USD 65,000 - 90,000; Full time

Job summary

Benjamin F. Edwards & Co. is seeking an Advisory Services Specialist to support day-to-day fee-based advisory operations in St.

Louis. You will assist with fee billing, client billing, and advisor compensation while coordinating with custodians and third-party asset managers on account setup and funding. The role involves monitoring advisory accounts for timely investments and disbursement of funds, and acting as a liaison with external billing teams and the Finance Department.

Qualifications

• 3+ years of experience in financial services; specifically, fee-based investment advisory.
• Bachelor’s degree in related field and/or equivalent work experience.

Responsibilities

• Open and maintain fee-based advisory accounts, including client billing and advisor compensation.
• Coordinate with custodian and third-party asset managers on account setup and funding.
• Review and monitor fee-based advisory accounts for timely asset investment, fee billing and fund disbursement.
• Serve as liaison with external billing teams and Finance on advisory fee matters.
• Collaborate with Trading Services and asset managers on trading inquiries and reconciliations.
• Assist other home office teams to support the advisor-directed advisory program.

Skills

Energetic and results-driven

Constant learner

Intellectually curious

Patient with client service skills

Excellent written and interpersonal-沟通

Familiarity with SEC/FINRA rules

Education

Bachelor’s degree in related field

Tools

Orion

Power Automate

Microsoft Office

Job description

Benjamin F. Edwards & Co. is seeking an Advisory Services Specialist to support day-to-day fee-based advisory operations in St.

Louis. You will assist with fee billing, client billing, and advisor compensation while coordinating with custodians and third-party asset managers on account setup and funding. The role involves monitoring advisory accounts for timely investments and disbursement of funds, and acting as a liaison with external billing teams and the Finance Department.