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The Operations Transition Coordinator is responsible for assisting multiple transitions of Financial Advisors from their current firms to Stifel and Stifel Independent Advisors. The Operations Transition Coordinator will be responsible for supporting onboarding processes and tasks as assigned by the Manager to maximize the profitability of the Firm's investment in a newly recruited advisor/team. Proactively working with branches, monitoring accounts and work queues as well as proving training and support thru the departments Transition hotline and Inbox.
The Operations Associate II is responsible for aiding in driving departmental results as well as additional tasks which could require more experience and expertise to perform. This position requires a sound understanding of the processes while serving as a liaison to internal and external stakeholders. This position will require strong collaboration among team members and direct supervision.
The Operations Associate is responsible for aiding in driving departmental results for the Salesforce Department. This position requires the ability to gain a sound understanding of department subject matter including Salesforce application support, assisting with relevant training materials and level 1 troubleshooting. This position will require collaboration among team members and branch office personnel to provide a high level of customer service under direct supervision while following established procedures.
The Operations Manager in Stock Records is responsible for the day-to-day management of workloads, associate development, performance management, personnel issues, and additions/reductions in staff.
