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Summary

The Operations Associate performs clerical operations tasks such as data entry, compiling data, and performing routine math calculations. You will also verifiy and communicate discrepancies in the workflow and will follow established procedures.

Essential Duties & Responsibilities:

• Receives assignment of work and processes in a timely manner, in accordance with departmental policy procedures.
• Processes, creates and enters data into the department systems for Financial Advisors.
• Adds historical performance data upon request.
• Reconciles data from systems or from account statements.
• Assists with review of accounts held on various systems.

Qualifications:

• Brokerage experience a plus.
• Beta experience a plus.
• Stock Record/proxy experience a plus.
• Ability to learn general understanding of rules/regulations and Stifel policies that pertain to the department.
• Initiative and self-direction when performing tasks with ability to organize and prioritize effectively in order to meet deadlines.
• Able to handle large workload that varies based on projects and heavy volume periods.

Education & Experience

• High School Diploma or equivalent required.
• 0-2 years professional business related experience required.

Licenses & Credentials

• Minimum Required: None

Systems & Technology

• Proficient in Microsoft Excel, Word, PowerPoint, Outlook.

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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