Hybrid Advisor Support Associate bei StoneX Group

Connecting clients to markets – and talent to opportunity 

With 4,300 employees and over 400,000 retail and institutional clients from more than 80 offices spread across five continents, we’re a Fortune-100, Nasdaq-listed provider, connecting clients to the global markets – focusing on innovation, human connection, and providing world-class products and services to all types of investors. 

At StoneX, we offer you the opportunity to be part of an institutional-grade financial services network that connects companies, organizations, and investors to the global markets ecosystem. As a team member, you'll benefit from our unique blend of digital platforms, comprehensive clearing and execution services, personalized high-touch support, and deep industry expertise. Elevate your career with us and make a significant impact in the world of global finance. 

Business Segment Overview - Institutional:

Immerse yourself in the best-in-class institutional-grade technology, working alongside industry experts and gaining exposure to various asset classes, such as equities, options, fixed income securities, and advanced trading, research, and management technology. 

Position Purpose:

Provides administrative and training support to independent branch offices including; assisting in the training and development of other administrators; providing policy and procedural training: initiating, maintaining and documenting efficient and effective operational and systems policy and procedures: providing operational support; providing an interface for Branch Operations, Home Office Operations, Retail Administration and all production areas.

Responsibilities:

• Works in conjunction with the Regional Managers to complete request from financial advisors/independent branch offices.
• Reviews documents received from outside offices to ensure complete and accurate data that can be processed by Home Office Operations.
• Reviews daily notifications from Compliance and Operations then delivers to the appropriate financial advisor for advisement.
• Answers questions and researches issues.
• Provides excellent customer service over the phone and via e-mail.
• Assists in the training and development of other administrators.
• Provides policy and procedural training to assigned advisors and their staff.
• Acts as liaison between branch operations, home office operations retail administration and all production areas.
• Maintains prompt and regular attendance.
• This list of duties and responsibilities is not intended to be all-inclusive and can be expanded to include other duties or responsibilities that management deems necessary.

Requirements:

• Bachelor’s Degree in Finance or other related business field is preferred, or equivalent work experience.
• Previous work experience in finance or related field is preferred.
• Excellent organizational skills.
• Detail oriented.
• Speed & accuracy in typing.
• Excellent communication skills.
• Proficient in Microsoft Office Suite.
• Ability to adhere to strict timelines.
• Must be authorized to work in the US for any employer.

Physical requirements/Working conditions:

• Climate controlled office environment
• Minimal physical requirements other than occasional light lifting of boxed materials.
• Dynamic, time-sensitive environment