Operations Associate-Advisory Support

Stifel•St. Louis, MO

10d•Onsite

About The Position

The Operations Advisory Support Associate is responsible for aiding in driving departmental results for high quality support to financial advisors and branch staff. This position requires the ability to gain a sound understanding of department subject matter including high level aspects of the establishment of advisory accounts and account maintenance. 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 basic 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
Proficient in Outlook and Microsoft Office products

Nice To Haves

Bachelor's Degree or equivalent 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
Learn basic advisory operations concepts to provide timely and accurate responses to phone calls and emails from the branch offices.
Establish confidence completing daily reports as needed.
Provide additional support to the Advisory Services team as volumes dictate.