Summary

The Operations Clerk is responsible for performing daily administrative duties for various operations departments. This position relies on instructions and pre-established guidelines to perform the functions of the job. This is a constantly changing environment so the tasks for the day would need to be organized and prioritized daily depending on upcoming deadlines or due dates.

Essential Duties & Responsibilities

• Perform daily office tasks such as filing, recording, maintaining records, copying, posting, and other similar duties to complete tasks in a timely manner.
• Complete data entry using available systems and processes to check on completion of changes.
• Operate office machines such as photocopiers, facsimile machines, voice mail systems, and personal computers.
• Assist with generating excel spread sheets with basic formulas.
• Assist in composing and formatting general routine memos and proofing generic letters.
• Assist with reviewing reports looking for specific exception criteria as needed.
• Pulling client documents off of storage system as needed for review.

Qualifications

• Working knowledge of administrative procedures, operating systems, electronic records, files, and other standard office procedures, practices, and terminology.
• Proficient in ten key and general typing.
• Proficient in basic math and problem solving.

Education & Experience

• Minimum Required: High School Diploma or equivalent.
• Minimum Required: 0-1 years’ of related experience.

Licenses & Credentials

• Minimum Required: None

Systems & Technology

• Proficient in Microsoft Office Suite and Outlook including Excel and Word.

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.