Operations Coordinator

Location US-OH-Canfield
ID 2024-5007
Category
Branch Office Support
Position Type
Regular | Full Time
Work Type
Onsite

What You'll Be Doing

Under general supervision, performs multiple support staff duties required for a satellite/ branch and acts as liaison to home office personnel.

What We're Looking For

  • Acts as liaison between branch/satellite and home office personnel (i.e. questions, paperwork, etc.).
  • Trains additional support staff on daily work assignments.
  • Performs operational or administrative functions for client related requests.
  • Accurately processes order tickets (or calls in/faxes orders to main branch) and follows up where necessary.
  • Books in cash/checks, issues receipts and accurately balances daily.
  • Books in securities, issues receipts and accurately balances daily.
  • Assists in the opening of customer accounts and processes changes.

What You'll Bring

  • Knowledge of the financial markets, the industry, the analysis and reporting of financial data, and associated terminology.
  • General understanding of the securities regulations.
  • Strong focus on providing exemplary client service. Excellent grammar and possess phone/office etiquette.

Education & Experience

  • Minimum Required: High School diploma or equivalent
  • Minimum Required: 2+ years of Financial/Securities industry experience

Systems & Technology

  • Proficient in Microsoft Excel, Word, PowerPoint, Outlook

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.

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We Value Diversity

Stifel is an equal opportunity employer dedicated to fostering, cultivating, and preserving a culture of diversity and inclusion by embracing and welcoming everyone. At Stifel, we believe a diverse team is a critical element of how we find success and strive to build on diversity, inclusion, respect, and engagement in all that we do, across the firm. Accordingly, we welcome applications for employment from all qualified candidates.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)