Fee-Based Advisory Operations Specialist

Benjamin F. Edwards; St. Louis (MO); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Paid time off

Job summary

Benjamin F. Edwards in St. Louis, MO is seeking an Advisory Services Specialist who will partner with advisors to manage fee-based operations including fee billing, account setup, and funds disbursement.

You will coordinate with custodians and third-party managers, review accounts for timely investments and billing, and support advisor-directed advisory programs, using Office tools and Orion as needed.

Qualifications

• 3+ years of experience in financial services, specifically fee-based advisory.
• Bachelor’s degree in related field or equivalent work experience.
• Strong client service and ability to resolve operational issues.
• Familiarity with Orion and Power Automate is preferred.
• Knowledge of SEC and FINRA rules and regulations.

Responsibilities

• Partner with our advisors and their teams in the opening and maintenance of fee-based advisory accounts, including client billing and advisor compensation.
• Work with our custodian and third‑party asset managers on critical tasks such as account setup and funding.
• Review and monitor fee-based advisory accounts to ensure timely investment of assets, fee billing, and disbursement of funds.
• Serve as liaison with external billing teams and the Finance Department on all advisory fee billing matters.
• Collaborate with our Trading Services team and third‑party asset managers on all trading inquiries, including the reconciliation of trade corrections.
• Work with other home office teams to assist with supporting the firm’s advisor‑directed advisory program.

Skills

3+ years financial services experience

Client service skills

Excellent written and interpersonal

Multi-tasking with urgency

Intellectually curious

Team-oriented

Power Automate experience

Orion experience

Familiarity with SEC/FINRA rules

Education

Bachelor’s degree in related field

Tools

Orion

Microsoft Power Automate

Job description

Benjamin F. Edwards in St. Louis, MO is seeking an Advisory Services Specialist who will partner with advisors to manage fee-based operations including fee billing, account setup, and funds disbursement.

You will coordinate with custodians and third-party managers, review accounts for timely investments and billing, and support advisor-directed advisory programs, using Office tools and Orion as needed.