Operations Associate - Global Settlements

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.

The Operations Associate performs data entry, math calculations and compiles data. Verifies and communicates discrepancies in the workflow and works under direct supervision and follows established procedures.

• Receives assignment of work and processes in a timely manner, in accordance with departmental policy procedures.
• Communicates with branch personnel and counterparties via telephone and email.
• Compiles, copies, sorts, and files records of office activities, and business transactions.
• Processes, creates, and enters data into the department systems for internal/external reporting.
• Adds historical performance data upon request.
• Reconciles data from various systems or from account statements.
• Assists with review of transactions and accounts held on various systems.

• 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.
• Time management, attention to detail, and customer service skills needed.

• High School Diploma or equivalent required.
• 1+ years' professional business related experience preferred.

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

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.