Advisory Services Specialist

The Advisory Services Specialist will work closely with our advisors and their teams to assist with the day-to-day fee-based advisory operations needs such as fee-billing, liaising with third-party asset managers and custodians, the disbursement and deposit of funds, and account setup and support.

• Partner with our advisors and their teams for opening and maintenance of fee-based advisory accounts, including client billing and advisor compensation.
• Work with our custodians 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 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.
• Perform other duties and responsibilities as assigned.

• Energetic and results-driven, with desire to work in fast-paced and team-oriented environment.
• Constant learner, with the ability to multi-task and work effectively with urgency.
• Ability to interpret and communicate information effectively.
• Patient with exceptional client service skills and ability to resolve operational issues.
• Excellent written and interpersonal communication skills.
• Proficiency with Microsoft Office Suite. Previous experience working with Orion is preferred.
• Familiarity with SEC and FINRA rules and regulations.
• Low-code experience is a plus.

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

• N/A

This 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. This 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 $30 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 are a firm that values our legacy of family and colleagues and cherishes an environment where all succeed through collaborative support. To us, legacy is not only about the past - it is building an experience that prepares all of us, and our clients, for the future.

We invest in our team and recognize and appreciate the value of hard work. The rewards of the job are founded in the difference you will make in the lives of our clients and extend throughout a culture that inspires you to learn, grow, and be your best. Having fun is part of the firm’s mission statement.

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

Benjamin

F. Edwards is an Equal Opportunity Employer.