Operations Associate-Advisory Billing

Stifel • St. Louis, MO

2d

About The Position

The Advisory Billing Associate is responsible for aiding in driving departmental results for the Advisory Billing department. This position requires the ability to gain a sound understanding of department subject matter including the processing of maintenance requests related to account fees and fee schedules. This position will require collaboration among team members to execute on departmental objectives under direct supervision while following established procedures.

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
• Minimum Required: 0-2 years' professional business related experience
• Proficient in Outlook and Microsoft Office products

Nice To Haves

• Preferred: Bachelor's degree or relevant career experience

Responsibilities

• Accurately perform job duties as provided by leadership while adhering to departmental procedures and guidelines
• Proficiently process, create, and enter data into systems to be utilized by our Financial Advisors and branch staff
• Identify potential problems or issues and escalate to department leadership if necessary
• Develop effective communication skills within the department
• Provide timely updates on progression of job responsibilities to leadership
• Demonstrate the ability to work collaboratively within a team
• Create and assign fee schedules to accounts based on client agreements
• Respond to branch inquiries via email and phone regarding fees and rebates in advisory accounts
• Notify third party money managers of fund withdrawal requests

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED