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The Operations Associate-Performance Reporting is responsible for aiding in driving departmental results for the Performance Reporting Team. This position requires the ability to gain a sound understanding of department subject matter including performance reporting metrics, reporting systems, and a basic knowledge of investment terms and methodologies. This position will require collaboration among team members to execute on departmental objectives under direct supervision while following established procedures.
The Sr. New Accounts Operations Associate-International is responsible for being a lead contributor in the opening, maintaining, and reviewing International accounts. This also includes the ongoing support of Stifel's branch offices and additional tasks that could require more experience and expertise. This position requires a sound understanding of processes and procedures regarding foreign business and account structures, department application support and training, and a proficient knowledge of general operational and industry questions. The Sr. Operations Associate can provide training and mentorship to a team of associates, prioritize other projects, conduct guidance and leadership, and be the point of contact for other department issues. This position will...
The Operations Associate is responsible for aiding in driving departmental results for the Operations Security Transfer department. This position will require data entry, compiling simple data, performing routine math calculations and collaboration among team members to execute on departmental objectives under direct supervision while following established procedures.
The Operations Associate is responsible for aiding in driving departmental results for the Reorg department. This position requires the ability to gain a sound understanding of department subject matter. This position will require collaboration among team members to execute on departmental objectives under direct supervision while following established procedures.