Operations Associate - Stock Records
Company: Stifel Financial Corp.
Posted on: September 14, 2022
The Operations Associate performs clerical operations tasks such as
data entry, compiling data, and performing routine math
calculations. You will also verifiy and communicate discrepancies
in the workflow and will follow established procedures.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Receives assignment of work and processes in a timely manner, in
accordance with departmental policy procedures.
Processes, creates and enters data into the department systems for
Adds historical performance data upon request.
Reconciles data from systems or from account statements.
Assists with review of accounts held on various systems.
High School Diploma or equivalent required.
0-2 years professional business related experience required.
Brokerage experience a plus.
Beta experience a plus.
Stock Record/proxy experience a plus.
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.
Established in 1890, Stifel is one of the nation's leading
full-service wealth management and investment banking firms. Stifel
serves clients from more than 400 offices across the United States
and ranks as the nation's seventh largest full-service investment
firm in terms of number of financial advisors. We are also a
leading provider of investment banking services to the middle
market, a top-ten municipal bond underwriter, and home to one of
the industry's largest research franchises. In addition our Stifel
Bank subsidiary provides a comprehensive range of banking
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.
The health and safety of our employees and candidates is very
important to us. We continue to monitor the current public health
situation and have adjusted our hiring procedures to include
virtual recruiting tools that allow us to continue meeting new
candidates. We look forward to meeting you.
Stifel is an Equal Opportunity Employer.
Keywords: Stifel Financial Corp., Newark , Operations Associate - Stock Records, Other , Newark, Delaware
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