SUMMARY

The Operations Associate performs a variety of department duties, learns and processes asset transfers by means of electronic/manual processes. Duties are assigned in accordance with department procedures and include customer service, reconciliation, document review, and research. In this position you will learn the basics of the ACAT department functions and terminology.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Gain an understanding of various transfer types and systems used.

• Accurate and timely processing of client requests to move cash and/or securities into the Stifel client account.

• Clear and concise communication, both verbal and written, with financial advisors, branch support, other operations areas, and financial institutions.

• Demonstrate the ability to work collaboratively with other team members.

• Support department administrative needs including, imaging and indexing documents, filing reports, compiling and organizing client mailings.

• Performs other duties as assigned by management.

QUALIFICATIONS:

• High School Diploma or equivalent required.

• 0-2 years professional business related experience required.

• Proficient in Microsoft Excel, Word, Outlook.

• Ability to learn general understanding of rules/regulations and Stifel policies that pertain to the department.

• Initiative and self-direction when performing tasks with ability to organize and prioritize effectively in order to meet deadlines.

• Able to handle large workload that varies based on projects and heavy volume periods.

ABOUT STIFEL

Established in 1890, Stifel is one of the nation’s leading full-service wealth management and investment banking firms. Stifel serves clients from more than 400 offices across the United States and ranks as the nation’s seventh largest full-service investment firm in terms of number of financial advisors. We are also a leading provider of investment banking services to the middle market, a top-ten municipal bond underwriter, and home to one of the industry’s largest research franchises. In addition our Stifel Bank subsidiary provides a comprehensive range of banking services.

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

The health and safety of our employees and candidates is very important to us. We continue to monitor the current public health situation and have adjusted our hiring procedures to include virtual recruiting tools that allow us to continue meeting new candidates. We look forward to meeting you.

Stifel is an Equal Opportunity Employer.

Stifel is a more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success – and 26 years of continual growth – is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let’s talk about how you can find your place here at Stifel, where success meets success.