Program Operations & Accounting Associate

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 provides foundational operational and accounting support for Stifel Charitable, Inc., assisting with donor-advised fund transactions, basic accounting tasks, and administrative duties. This entry-level role focuses on accurate data entry, document handling, and supporting team workflows.

• Assist with processing donor-advised fund transactions and grant distributions under supervision.
• Support the Accounting Manager with basic reconciliations and reporting tasks.
• Prepare and maintain accurate documentation for compliance and recordkeeping.
• Perform data entry and assist with daily operational tasks such as mailing and scanning.
• Respond to internal inquiries and escalate issues as needed.
• Collaborate with team members to ensure timely completion of assigned tasks.
• Participate in cross-training to provide coverage during peak periods.

• Strong attention to detail and organizational skills.
• Basic verbal and written communication skills.
• Ability to follow established procedures and work effectively in a team environment.

• Minimum Required: High School Degree or equivalent.
• Preferred: 1+ years' of administrative or operational experience; financial services or nonprofit experience a plus.

• 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.