Operations Associate- Advisory Accounting Service

Stifel•St. Louis, MO

About The Position

The Advisory Account Services Associate is responsible for aiding in driving departmental results by opening, terminating, and processing changes to advisory accounts under direct supervision. This position requires the ability to gain a sound understanding of the Account Services processes while serving as a liaison to internal and external stakeholders. This position will require collaboration among team members and branch personnel to execute on instructions submitted by the branch on behalf of our clients.

Requirements

Ability to attain a general understanding of industry rules/regulations and Stifel policies that pertain to the department
Strong attention to detail skills to minimize risk to the firm
Initiative and self-direction when performing tasks with the ability to organize and prioritize effectively in order to meet deadlines
Able to handle large workloads that vary based on heavy volume periods
Ability to work autonomously throughout the day based on performance criteria provided by leadership
Minimum Required: High School Diploma or equivalent
Minimum Required: 0-2 year of Financial Services experience
Proficient in Outlook and Microsoft Office products

Nice To Haves

Preferred- Bachelor's Degree

Responsibilities

Accurately process all advisory account requests while adhering to departmental procedures and guidelines provided by leadership
Proficient processing of new and existing advisory accounts in all systems used for the advisory platform
Identify potential problems or issues that fall outside of standard procedures and escalate to department leadership if necessary
Develop effective communication skills within the department around the multiple facets of the advisory account process
Provide timely updates on progression of job responsibilities to leadership
Demonstrate the ability to work collaboratively within a team