SUMMARY

The Trust Associate- Operations will process a wide variety of transactions. The Trust Associate- Operations must be aware of impacts to customer statements while processing. The Trust Associate- Operations will have daily contact with the Trust Company outsourcing partners to initiate requests and work through issues.

ESSENTIAL DUTIES & RESPONSIBILITIES

• Coordinate and track corporate action elections

• Monitoring DDA account for incoming and outgoing activity

• Complete Daily Bank Deposit/Sweep reconciliation and wire processing

• Ensure transactions are properly processed according to policies and procedures

• Process a variety of cash transactions including receipts and disbursements.

• Submit requests on a daily basis to the trust company outsourcing partners via forms, online requests, e-mail or phone calls. Interact with outsourcing partner to follow up on requests and resolve any issues

• Distribute Daily Reports

• Set up and maintain financial advisor access to online system

• Scan, image, and index documents into document retention software.

• Additional duties and special projects as assigned

QUALIFICATIONS

• Proficient in Microsoft Outlook and Microsoft Office Suite, in particular Excel. The ability to create and maintain spreadsheets is required.

• Ability to communicate effectively (both written and verbal) on the phone and in person as appropriate for the needs of the audience; uses excellent grammar and possess courteous and efficient phone and office etiquette; effectively conveys information.

• Managing one’s own time and priorities to ensure the meeting of deadlines.

• Skilled at finding and using traditional and creative methods of solving the problem.

EDUCATION & EXPERIENCE

• High School Diploma or equivalent experience required; Associates Degree preferred.

• 1+ years' related experience in the finance industry or related field required.

SYSTEMS & 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.