Administrative Skills, Communication Skills, Computer Skills, Customer Support/Service, Data Quality, Documentation, Documentation Review, Ecosystems, Financial Planning, Financial Services, Global Financial Markets, Interpersonal Skills, Microsoft Office, Network Connectivity, Operational Strategy, Operational Support, Operations Management, Operations Processes, Organizational Skills, Physical Demands, Presentation/Verbal Skills, Regulations, Retail, Retail Operations, Time Management, Training/Teaching, Writing Skills
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.
Responsibilities:
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.
Primary Responsibilities:
- Works in conjunction with the Regional Managers to complete requests from financial advisors/independent branch offices.
- Review documents received from outside offices to ensure complete and accurate data can be processed by Home Office Operations.
- Review daily notifications from Compliance and Operations then delivers to the appropriate financial advisor for advisement
- Answer questions and research issues
- Provide excellent customer service over the phone and via e-mail.
- Assists in the training and development of other admi
- Provide policy and procedural training to assigned advisors and their
- Act as liaison between branch operations, home office operations, retail administration and all production areas.
- Maintains prompt and regular
- 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.
Qualifications:
Job Requirements:
- Associate’s or Bachelor’s degree is preferred; or equivalent combination of education and work experience.
- Experience in the financial services industry a plus
- Strong written and oral communication skills
- Strong interpersonal skills to communicate with other departments, court/regulatory personnel, clients, etc.
- Excellent organizational and time management skills
- Ability to adhere to strict timelines.
- Intermediate to advanced computer skills including Microsoft Office
- 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
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