- 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
- Process daily reports accurately to ensure advisory accounts are in good standing
- 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
- Minimum Required: High School Diploma or equivalent
- Preferred-Bachelor's Degree
- Minimum Required: 2+ years' professional business related experience
- Proficient in Microsoft Word, Excel, PowerPoint, Outlook
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Operations Associate
1 week ago
Stifel Financial Corporation Saint Louis, United StatesIf you are someone that likes to compile data, do calculations and verifications and are a good communicator, then this Operations Associate role is for you. Essential Duties & Responsibilities: Apply for/monitor extensions in accordance with Regulat Operations Associate, Operati ...
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Operations Associate
1 week ago
Stifel Financial Corporation Saint Louis, United StatesThe Operations Associate performs a variety of duties on a limited basis to support Annuity and Insurance Operations. The Associate will be processing changes, reviewing and imaging documents to be submitted to carriers, and follow-up of all transact Operations Associate, Operati ...
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Operations Associate
1 week ago
Stifel Saint Louis, United StatesSummary · The Operations Associate performs a variety of duties on a limited basis to support Annuity and Insurance Operations. The Associate will be processing changes, reviewing and imaging documents to be submitted to carriers, and follow-up of all transactions. · Essential Du ...
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Operations Associate
1 week ago
Stifel Saint Louis, United StatesSummary · If you are someone that likes to compile data, do calculations and verifications and are a good communicator, then this Operations Associate role is for you. · Essential Duties & Responsibilities: · * Apply for/monitor extensions in accordance with Regulation T and Rule ...
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Operations Associate
3 weeks ago
TEKsystems Saint Louis, MO, United StatesDescription: · Summary: · The Trade Support Operations Associate is responsible for driving departmental results for the ongoing support reconciling and balancing fixed income transactions for the firm by proficiently using Excel spreadsheets. This position will also require coll ...
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HR Operations Associate
3 weeks ago
Stifel Saint Louis, United StatesSummary · The HR Operations Associate is responsible for performing daily, tactical operations essential to maintaining a workforce, including associate master data maintenance, data governance, reporting, and other tasks in support of the Human Resources department. This positio ...
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HR Operations Associate
3 weeks ago
Stifel Financial Corporation Saint Louis, United StatesThe HR Operations Associate is responsible for performing daily, tactical operations essential to maintaining a workforce, including associate master data maintenance, data governance, reporting, and other tasks in support of the Human Resources depa Operations Associate, Operati ...
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Facility Operations Associate
6 days ago
Sunset Country Club St Louis, United States· Sunset Country Club is looking to hire full-time Facility Operations Associate to join their team · Job summary: · •Able to safely move tables, chairs, furniture to accomplish event set up needs · •General understanding of IT video and audio set up (Not expected to be an I ...
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Facility Operations Associate
3 weeks ago
Sunset Country Club St Louis, United StatesSunset Country Club is looking to hire full-time Facility Operations Associate to join their team Job summary: · •Able to safely move tables, chairs, furniture to accomplish event set up needs · •General understanding of IT video and audio set up (Not expected to be an IT profe ...
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Operations Office Associate
3 weeks ago
Pic the Gift Saint Louis, MO, United StatesPosition Title: Seasonal Associate · Level: Entry · Description: · Pic The Gift ( is a leading print-on-demand manufacturer dedicated to the personalized products industry. We work with some amazingly creative partners in the private label fulfillment of their orders, therefor ...
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Market Operations Associate
3 weeks ago
CBRE St Louis, United StatesMarket Operations Associate · Job ID · 141651 · Posted · 15-Apr-2024 · Service line · Advisory Segment · Role type · Full-time · Areas of Interest · Accounting/Finance, Property Management · Location(s) · Saint Louis - Missouri - United States of America · Are you re ...
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Operations Associate II
1 week ago
Stifel St. Louis, United States Full timeSummary · Under immediate supervision, the Operations Associate II in New Accounts Capital Markets reviews, processes, and monitors new and existing Institutional DVP customer account information and required documentation. · Essential Duties & Responsibilities · Review and proc ...
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Operations Associate-Digital Support
3 weeks ago
Stifel Financial Corporation Saint Louis, United StatesThe Digital Client Experience & Support department is looking for an enthusiastic, service-oriented associate to join our unique and exciting team. The Digital Client Experience & Support Associate I provides support for Stifel associates and clients Operations Associate, Support ...
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Operations Associate-Digital Support
3 weeks ago
Stifel Saint Louis, United StatesSummary · The Digital Client Experience & Support department is looking for an enthusiastic, service-oriented associate to join our unique and exciting team. The Digital Client Experience & Support Associate I provides support for Stifel associates and clients over Stifel's clien ...
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Part-Time Operations Associate
4 weeks ago
Sugartown Worldwide LLC St. Louis, United States Part timeDescription · About the Position · The Operations Associate supports the Store Management team in the achievement of the store's goals by providing organization of shipping and receiving, inventory control, back-of-house maintenance, and related housekeeping activities. The Ope ...
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Stifel Financial Corporation Saint Louis, United StatesThe IRA Associate assists in performing a variety of entries, done manually or by way of Stifel's e. Quest system. Quality control is done through multiple queries, documentation review, and following strict IRS rules and regulations. The Associate b Operations Associate, Operati ...
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Stifel Saint Louis, United StatesSummary · The IRA Associate assists in performing a variety of entries, done manually or by way of Stifel's eQuest system. Quality control is done through multiple queries, documentation review, and following strict IRS rules and regulations. The Associate begins learning the bas ...
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Associate Vice President of Facilities Operations
23 hours ago
Diversified Search Group St Louis, United StatesAssociate Vice President of Facilities Operations · Geisinger Health (Geisinger) has its beginnings in 1915 in the small community of Danville, located in central Pennsylvania along the northern branch of the Susquehanna River. Unlike most healthcare systems, which evolved with ...
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Sunbelt Rentals, Inc. Saint Louis, MO, United States Part timeSunbelt Rentals strives to be the customer's first choice in the equipment rental industry. From pumps to scaffolding to general construction tools, we aim to be the only call needed to outfit a job site with the proper equipment. Not only do we offer a vast fleet that ranks amon ...
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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 ...
Operations Associate - St. Louis, United States - Stifel
Description
Summary
The Operations Associate is responsible for aiding in driving departmental results for the Reconciliation team. This position requires the ability to gain a sound understanding of department subject matter including the ability to verify or update account activity. This position will require collaboration among team members to execute on departmental objectives under direct supervision while following established procedures.
Essential Duties & Responsibilities
Qualifications
Education & Experience
Systems & Technology
About Stifel
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.
Stifel is an Equal Opportunity Employer.
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