Job details

Operations Associate- Margins

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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 Margins department. This position requires the ability to gain a sound understanding of department subject matter including compiling data, doing calculations and verifications. 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
Apply for/monitor extensions in accordance with Regulation T and Rule 15c3-3
Perform a review of cash account Free Rides in accordance with Regulation T
Perform a review and collection of non-trade related debits
Process Employee Stock Option exercises
Answer account inquiries from branch office personnel promptly and accurately
Scan and index documents into Onbase

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

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

$50000 / YEARLY (est.)

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$40000K

$60000K

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What You Should Know About Operations Associate- Margins, Stifel

Are you ready to kickstart your career as an Operations Associate in the Margins department at Stifel in Saint Louis? At Stifel, we pride ourselves on a culture that celebrates teamwork, innovation, and prosperity for both our clients and associates. As an Operations Associate, you'll play a vital role in driving departmental results while diving deep into the fascinating world of financial operations. Your responsibilities will include processing and entering data, collaborating with teammates to identify potential issues, and ensuring adherence to our established procedures. You'll have the chance to sharpen your analytical skills while providing timely updates to leadership about your progress. Plus, your communication skills will shine as you assist branch office personnel with their inquiries. If you're detail-oriented and enjoy working within a supportive team environment, Stifel is the perfect place to grow your career. With a Bachelor’s degree or equivalent experience, you can bring 0-2 years of professional business-related experience to the table, and we’ll equip you with the tools to thrive. Join us to experience an entrepreneurial atmosphere with a comprehensive benefits package designed to help you succeed. Let's open the door to new opportunities at Stifel, where your success is intertwined with ours!

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

What are the primary responsibilities of an Operations Associate at Stifel?

As an Operations Associate at Stifel, you'll be responsible for supporting the Margins department by processing data, performing calculations, and ensuring compliance with departmental guidelines. Key duties include identifying potential issues, providing timely updates to leadership, and assisting branch office personnel with account inquiries.