JOB SUMMARY

The Operations Associate performs a variety of duties on a limited basis to support Annuity and Insurance Operations. The Associate will be processing changes, reviewing and imaging documents to be submitted to carriers, and follow-up of all transactions.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Processes a high volume of time-sensitive financial transactions, including full and partial surrenders, death claims, systematic withdrawals, etc. via workflow.

• Reviews documents, prepares for submission to carriers and images.

• Enters transaction details into Annuity Database and performs follow up.

• Reconciles financial transaction reports and checks received. Answers telephones, responds to emails, directs calls and takes messages.

• Maintains and updates filing, inventory, mailing, and database systems.

QUALIFICATIONS

• Ability to check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.

• Knowledge of administrative and clerical procedures and systems, managing files and records, and other standard office procedures and terminology.

• Ability to communicate information and ideas in spoken or written form so that others will understand.

• Knowledge of principles and processes for providing customer and personal services.

EDUCATION AND EXPERIENCE

• Minimum Required: High School Diploma or equivalent.

• Minimum Required: 0-2 years’ professional business related experience.

LICENSES AND CREDENTIALS

• Minimum Required: None

SYSTEMS AND TECHNOLOGY

• Proficient in Microsoft Excel, Word, PowerPoint, Outlook.

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.