What are the responsibilities and job description for the Document Control Specialist position at Stifel?
Why Stifel
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let’s talk about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing
The Document Control Specialist will assist the New Accounts and Document Control Manager with creating, modifying, storing, organizing, and maintaining client-facing documents as well as assist department leaders in developing and documenting internal procedures.
What We're Looking For
- Assist New Accounts and Document Control Manager with client-facing document development or modifications working directly with Legal, Marketing and Compliance.
- Assist department leaders in developing or modifying non-client-facing documents such as procedures and quick reference guides.
- Organize, manage and track client-facing documents.
- Manage document inventory, archives and version control within the central repository.
- Create and maintain communication templates.
- Support the standardization of communication for Treasury Management and Deposit Operations.
- Follows documentation retention and destruction schedules to ensure compliance with internal policies and regulatory requirements.
What You'll Bring
- Ability to meet deadlines and manage time effectively.
- Strong written and verbal communication skills.
- Strong organizational skills with an eye for attention to detail.
- Ability to work and communicate effectively with all levels of stakeholders.
Education & Experience
- Minimum Required: Bachelor's degree in a relevant field or equivalent work experience.
- Minimum Required: 1 year of related experience.
- Financial Services background preferred.
Systems & Technology
- Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.
- Proficient in SharePoint
- Proficient in Adobe Acrobat Pro
About Stifel
Stifel is 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 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.
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.
Stifel’s bank and trust companies are equal opportunity employers. All candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, veteran status, genetic information or any other protected characteristic under applicable law. If you would like more information regarding Equal Employment Opportunity rights and protections, please review the following information: Know Your Rights.
Stifel is an Equal Opportunity Employer.
