What are the responsibilities and job description for the Operations Associate - Stock Records position at Stifel?
The Operations Associate is responsible for aiding in driving departmental results for the Stock Records department. This position will require collaboration among team members to execute on departmental objectives under direct supervision while following established procedures.
What We're Looking For
- Accurately perform job duties as provided by leadership while adhering to departmental procedures and guidelines
- Proficiently process, create, and enter data into systems to be utilized by our Financial Advisors and branch staff
- Identify potential problems or issues and escalate to department leadership if necessary
- Develop effective communication skills within the department
- Provide timely updates on progression of job responsibilities to leadership
- Demonstrate the ability to work collaboratively within a team
What You'll Bring
Education & Experience
Systems & Technology
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 is an Equal Opportunity Employer.
