Program Operations & Accounting Associate II

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 Program Operations & Accounting Associate II provides operational and administrative support for Stifel Charitable, Inc., ensuring accurate and timely processing of donor-advised fund transactions and related activities. This role collaborates closely with the Accounting Manager and other team members to maintain compliance, streamline workflows, and deliver exceptional service to donors and internal partners.

• Support the Accounting Manager with operational tasks related to Stifel Charitable’s accounting processes, including reconciliations and reporting assistance.
• Process and monitor donor-advised fund transactions, grant distributions, and related program activities in accordance with established policies.
• Maintain accurate records and documentation for compliance and audit purposes.
• Collaborate with internal teams to resolve inquiries and ensure smooth program operations.
• Assist with process improvements, system updates, and special projects to enhance efficiency.
• Provide high-level client service through professional written and verbal communication.
• Cross-train to support other operational roles during peak periods or absences.

• Strong organizational and time management skills.
• Excellent attention to detail and ability to troubleshoot issues effectively.
• Strong verbal, written, and interpersonal communication skills.
• Ability to work independently and exercise sound judgment in problem-solving.

• Minimum Required: High School degree or equivalent.
• Preferred: Associate’s or Bachelor’s degree in Business, Finance, or related field.
• Minimum Required: 3+ years' of operational or administrative experience.
• Preferred: Experience in financial services or nonprofit operations.

• Minimum Required: None.

• Proficient in Microsoft Excel, Word, PowerPoint, Outlook.
• Experience with data entry or operational processes.

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’s bank and trust companies are equal opportunity employers. All candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, veteran status, genetic information or any other protected characteristic under applicable law.  If you would like more information regarding Equal Employment Opportunity rights and protections, please review the following information: Know Your Rights.

Stifel is an Equal Opportunity Employer.