- Monitor mutual fund orders to ensure they comply with individual fund and company policies.
- Review previous day's front-end load purchases for proper pricing and sales charge waivers.
- Review previous day's trades for NAV Repurchase/Transfer opportunities.
- Process trade corrections for previous day's front-end load purchases and NAV Repurchase/Transfers as needed.
- Provide CDSC hypothetical calculations.
- Review previous day's systematic purchases/withdrawals for proper set up including but not limited to order type, cdsc waivers, and share class.
- Assist branch personnel with inquiries regarding orders and corrections and provide clear and concise. communication both verbal and written with Financial Advisors, branch personnel, and vendors.
- Demonstrates the ability to work collaboratively.
- Ability to attain understanding of rules/regulations and Stifel policies that pertain to the Operations Mutual Funds department.
- Able to organize and manage priorities and tasks in order to meet assigned deadlines and accomplish goals that are created by work volume changes and inquiries.
- Minimum Required: High School Diploma or equivalent.
- Proficient in Microsoft Excel, Word, PowerPoint, Outlook.
-
Operations Associate- Mutual Funds Trade Support
3 weeks ago
Stifel Financial Corporation Saint Louis, United StatesThe Mutual Funds Trade Support Operations Associate is responsible for a variety of the department's administrative functions while having gained a solid understanding of the firm's mutual fund offerings, the systems used to trade them and how they r Operations Associate, Operati ...
-
Stifel St. Louis, United States Full timeSummary · The Mutual Funds Trade Support Operations Associate is responsible for a variety of the department's administrative functions while having gained a solid understanding of the firm's mutual fund offerings, the systems used to trade them and how they relate to the overal ...
-
Plant mechanic
3 weeks ago
Infinity Systems St. Vincent, United States*HVAC Technician m/f/d* up to *€3,000.00 NET* | possible with expense or allowance agreement (based on 160 monthly hours and tax class 1) · *Only 1 interview until the job* · *No driver's license required* · *Advance payments · *Shortened probation period, *Permanent employment c ...
-
Assistance to the Management
5 days ago
Horizon Group Mound City, IL, United States Freelance**Assistant to the Management (m/f/d)**: · - Reference number 57013 · You have discovered your passion for **assistance** and have **experience** in this **field**? In addition, you have **fluent English skills** and enjoy **taking on new tasks**? · **Then apply now** · Our clien ...
-
Call Center Agent Inbound
5 days ago
Aurora Solutions St. Louis, MO, United States Freelance**For our trading client in St. Louis, MO, we are looking for you as a telephone customer service representative (m/f/d).** · **Your tasks:** · - Answering written and telephone customer inquiries and orders in **German and French**: · - Clarifying product questions · - Processin ...
-
Hemp/CBD Category Sales Representative
2 weeks ago
Viridian Staffing Saint Louis, United StatesViridian Staffing's Client is looking for an experienced Hemp/CBD Category Manager or Retail Sales Account Executive in the St. Louis, Missouri, area to help drive sales for a fast-moving start-up in the Cannabis industry. · Founded in 2013, Viridian Staffing ) is the premier Tal ...
-
Seller closing function
5 days ago
BlueWave Ventures St. Clair, United StatesLocation: 50739 Cologne-Mauenheim | Contract type: Full/Part-time, temporary | Job ID: 809950 · What you'll be doing with us: · You love it when your guests feel comfortable and you can give them your full attention? With ease, you convey to our customers in sales and at the cash ...
-
Sales and Seed Expert
5 days ago
Galaxy Technologies East St. Louis, United StatesA diverse range of tasks in our highly motivated team with flat hierarchies and short decision-making processes · A long-term perspective with a permanent full-time contract at KWS SAAT SE & Co. KGaA · We provide you with a company car for private use, 30 days of annual leave acc ...
-
Working student in the field of Products
5 days ago
Sapphire Technologies Madison, MO, United States FreelanceStudent Worker: Products & Technology with a focus on digital events (m/f/d) · HANDELSBLATT MEDIA GROUP Job Portal · Düsseldorf · Part-time, Mini-job, Side job · Business Administration (Other) · We, the HANDELSBLATT MEDIA GROUP, have an important mission as a leading media compa ...
-
Radiant Innovations Parks, United StatesTraining as an electronics technician for industrial engineering 2024 m/f/d · We offer: · A 3.5-year training with exciting and meaningful tasks in a crisis-proof company · Intensive support from a personal contact person, getting to know other trainees and the #ONESPIE world at ...
-
Sales Inside Service
5 days ago
Cascade Enterprises Hillsdale, IL, United States FreelanceFor 29 years, MAXICARD has been a provider of card printers in Germany. In addition to card printers, we offer ID systems, plastic and cardboard cards, as well as accessories for card applications. We also provide services for printing, personalization, and mailing of cards. We a ...
-
Building draftsman with ArchiCAD
3 weeks ago
Skyline Solutions Velda City, United StatesAbout Ochs GmbH: · We are a well-established family business and a leading specialist in timber construction - THE leading timber construction company in the southwest of Germany. · We offer our customers quality, extensive experience, and a wide range of products at a high level ...
-
Electric Maintenance Technician
5 days ago
Titan Industries Pagedale, MO, United States Freelance**Welcome to WISAG**, one of the leading service companies in Germany for the areas of **Aviation**, **Facility**, and **Industry**. With over 50,000 employees, we are dedicated to providing top-quality services every day. · At WISAG Industrial Technical Service, we see ourselves ...
-
Holiday worker
5 days ago
Eclipse Technologies Beverly Hills, MO, United States FreelanceThe RWG Germany GmbH is a long-standing medium-sized company located in Beverly Hills, MO. Since 2002, it has been an independent subsidiary of KAMAN Aerospace Corporation, a US-based helicopter manufacturer and supplier of components for the aviation industry. The publicly trade ...
-
Salesperson (m/f/d)
3 weeks ago
Cascade Innovations Flordell Hills, United StatesWe are a modern, innovative, expanding craft company with approximately 2,000 employees in our service team in Polch, in our bakeries in Polch and Lahnstein, and in our around 175 bakery specialty stores in Rhineland-Palatinate, North Rhine-Westphalia, and Hesse. Our top prioriti ...
-
Warehouse worker
5 days ago
Matrix Dynamics Mounds, IL, United States FreelanceWe are currently seeking dedicated employees for our client in Ilsenburg, IL as part of temporary employment: · Warehouse Workers (m/f/d) · Are you looking for a secure and fair income with good social benefits, as well as a diverse job and long-term prospects? Then become a part ...
-
Seller of fruit
5 days ago
Velocity Enterprises Dupo, United StatesLocation: 85399 Hallbergmoos | Contract type: Full/Part-time, permanent | Job ID: 780902 · What you will do with us: · Do you love it when your guests feel really comfortable? And always give them your full attention? With ease, you convey to our customers in sales every day the ...
-
Technical Sales Representative
3 weeks ago
Stellar Enterprises Pasadena Park, United StatesAbout Securiton GmbH: · Extraordinary. Secure. · It all started with inventiveness. · As a pioneer in the fire protection industry, we are now the brand for security. · We are one of the leading full-service providers for security solutions. With expertise and sophisticated syste ...
-
Bookkeeper (male/female/diverse)
5 days ago
Phoenix Industries Bel-Nor, MO, United States FreelanceARWA Personaldienstleistungen GmbH is looking for dedicated employees as **Accountants (m/f/d)** in **Dresden**, Bel-Nor, MO. · As part of our temporary employment services, we offer you a full-time position. · Field of work: Office / Administration · Our branch in Dresden offers ...
-
Production worker for glass processing
5 days ago
Terra Bel-Nor, MO, United States FreelanceARWA Personaldienstleistungen GmbH is a leading personnel service provider with a nationwide network of branches. · On behalf of our client, we are currently looking for motivated and dedicated employees as **Production Workers for Glass Processing (m/f/d)** in **Dresden**. · Fie ...
Operations Associate- Mutual Funds Trade Support - Saint Louis, United States - Stifel
Description
Summary
The Mutual Funds Trade Support Operations Associate is responsible for a variety of the department's administrative functions while having gained a solid understanding of the firm's mutual fund offerings, the systems used to trade them and how they relate to the overall Mutual Funds Trade Support team responsibilities.
Systems & Technology
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 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.
#LI-CC1
