Registered Financial Associate Job in Minneapolis 55410, Minnesota US

Benjamin F. Edwards Co. is seeking an experienced Financial Associate in the Minneapolis, Minnesota suburb of Edina to provide dedicated operations and sales support to a high level Financial Consultant and group.

 

Essential Duties and Responsibilities:  Some of the duties to be performed include the following:

·         Provide administrative support for daily business operations.

·         Interact with clients, typically by telephone, but also in-person, resolving client inquiries.

·         Assist with account administration and maintenance.

·         Prospect for new business.

·         Place unsolicited orders for designated clients and serve as point of contact for established clients. 

·         Comply with branch and firm policies and procedures.   

 

Qualifications:  The ideal candidate will offer the following qualifications:

 

·         College degree

·         Series 7 and 63/65 or 66 registration preferred, or willing to obtain

·         2-3 years of securities industry operations experience

·         Knowledge of investment products and securities industry rules and regulations is required

·         Strong technical skills (MS Word Excel)

·         Outstanding client service ability

·         Strong communication, time management and organizational skills  

·         Ability to multi-task in a highly visible, fast-paced and team-oriented environment

·         Ability to exercise good judgment by recognizing urgency and prioritizing accordingly

·         High degree of confidentiality and latitude

·         Ability to work independently