Job details

Operations Associate - Equity Settlements

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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 Operations Associate is responsible for aiding in driving departmental results for the Operations - Instiutional and Broker Cashiering department. This position requires the ability to gain a sound understanding of department subject matter. 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

Ability to attain a general understanding of industry rules/regulations and Stifel policies that pertain to the department.
Strong attention to detail skills to minimize risk to the firm
Initiative and self-direction when performing tasks with the ability to organize and prioritize effectively in order to meet deadlines
Able to handle large workloads that vary based on heavy volume periods
Ability to work autonomously throughout the day based on performance criteria provided by leadership

Education & Experience

Minimum Required: Bachelor's Degree or equivalent experience
Minimum Required: 0-2 years' professional business related experience

Systems & Technology

Proficient in Outlook and Microsoft Office products #LI-AS1

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.

Average salary estimate

$60000 / YEARLY (est.)

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$50000K

$70000K

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What You Should Know About Operations Associate - Equity Settlements, Stifel

Join the dynamic team at Stifel as an Operations Associate - Equity Settlements in beautiful Saint Louis! At Stifel, we pride ourselves on a welcoming culture that puts both clients and associates first. As an Operations Associate, you'll dive into the Institutional and Broker Cashiering department, playing a vital role in driving departmental results. Your day-to-day will involve accurately executing tasks as guided by your supervisors, processing and entering essential data, and collaborating with your teammates to keep things running smoothly. You'll gain insights into industry regulations and Stifel policies while honing communication skills that will serve you well. We value those with a keen eye for detail and the ability to identify potential issues, allowing for a proactive approach to your work. With a Bachelor's degree or relevant experience and 0-2 years in a business role, you'll fit right in. Embrace this opportunity to work autonomously while building a career within a global firm that’s over 130 years old yet still innovating like a start-up. Let’s explore how you can be part of a team where your contributions count, and your career can truly take flight!

Frequently Asked Questions (FAQs) for Operations Associate - Equity Settlements Role at Stifel

What are the main responsibilities of an Operations Associate - Equity Settlements at Stifel?

As an Operations Associate - Equity Settlements at Stifel, you'll be responsible for aiding in departmental results within the Institutional and Broker Cashiering sector. Your key responsibilities will include accurately performing job duties per established guidelines, processing and entering crucial data, collaborating with team members, and escalating any issues to department leadership when necessary. Strong attention to detail and effective communication will be central to your role, making sure all tasks are completed efficiently.