Branch Support Specialist

Branch Support Specialist

Join to apply for the Branch Support Specialist role at Benjamin

F. Edwards.

• Open new accounts, send documents to clients, set up ACH instructions, send fed wires monitoring requirements for branch compliance needs, etc.
• Respond to emails and calls from branch offices with procedural questions.
• Triage miscellaneous phone calls that are received from branch offices (i.e.: FCA support coverage or compliance/process questions).
• Various miscellaneous duties as assigned (i.e.: reports, updating Salesforce, etc.)
• Some travel (via plane or car) up to 10% of the time, may be required.

• Proficient with Microsoft Office Suite and firm specific applications (Salesforce and Netx
  360).
• Excellent written and verbal communication skills.
• Ability to prioritize and multi‑task in a fast paced, team‑oriented environment.
• Ability to determine which requests should be a priority.
• Ability to monitor for issues that may arise and determine if/when the issue should be escalated to senior management.

• Minimum
  
  Required:
  
  Bachelor’s Degree or equivalent work experience.
• Minimum
  
  Required:
  
  3+ years working in financial services, having Branch Office experience is preferred.

• Minimum
  
  Required:
  
  Series 7 & 66 required upon hire.

The position requires the ability to work in a stationary position for several hours at a time and the ability to lift up to 25 pounds occasionally. Some filing is required. The work environment is an air‑conditioned, smoke‑free office environment. The position routinely uses standard office equipment such as computers, phones, photocopiers and filing cabinets.

If you are interested in joining a different kind of firm that truly puts the interests of its advisors and clients first, you have come to the right place. Founded in 2008 and serving more than 300 advisors with over $50 billion in assets, Edwards has the scale our advisors expect and the ability to deliver the personal touch and concierge‑level service our clients deserve.

We offer a comprehensive benefits package which includes health, dental, vision, 401(k), life insurance, disability, and paid time off.

Our client‑first mission is grounded in the Golden Rule; when you join Benjamin

F. Edwards you are well cared for, and we welcome all applicants with the skills, experience, and enthusiasm to do a great job regardless of race, color, religion, gender, sexual orientation, national origin, genetics, disability, age, or veteran status. Benjamin

F. Edwards is an Equal Opportunity Employer.