Receptionist/Cashier – Rome, Georgia

Are you interested in joining our “client-first” mission? Benjamin F. Edwards & Co. is seeking individuals with experience in financial service, who share a passion for client service and want to work in a culture that is based on trust, integrity, mutual respect and fun.

Receptionist/Cashier – Rome, Georgia

Benjamin F. Edwards & Co., a dynamic, growing, full-service broker-dealer, is seeking a full time Receptionist/Cashier in the Rome, Georgia branch to perform front desk duties and assist with client service, branch cashiering, appointment scheduling and other clerical support.

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

  • Greet visitors, provide customer service support, and respond to phone inquiries; research and resolve questions and assist clients with requests.
  • Provide clerical support for daily business operations, such as completing paperwork, assisting with periodic mailings, answering phones, filing and record-keeping in accordance with Compliance regulations.
  • Perform cashier duties for the branch, including deposits, disbursements, record-keeping and adjustments.
  • Perform wire operator duties for the branch, including trade adjustments and record-keeping.
  • Schedule appointments with clients.
  • Create/run client reports.
  • Act as liaison between the branch and Home Office for various projects and issues as needed.

Qualifications:  The ideal candidate will offer the following qualifications:

  • Some college preferred, including coursework in Business, Accounting, and/or Finance
  • Familiarity with financial and securities industry terminology is helpful
  • Strong technical skills (Microsoft Word & Excel)
  • Outstanding client service ability
  • Strong communication, time management and organizational skills
  • Excellent phone etiquette, good verbal communication skills
  • Ability to multi-task in a fast-paced and team-oriented environment
  • Ability to prioritize and exercise good judgement

Please email your resume to referencing “Receptionist/Cashier – Rome, GA.”


Benjamin F. Edwards & Co. is an Equal Opportunity Employer