Operations Associate-Advisory Support

Stifel • St. Louis, MO

1d

About The Position

Join a team that serves as a key operational partner to Financial Advisors and branch associates across the firm. As an Operations Advisory Support Associate, you'll help ensure advisory accounts are established, maintained, and serviced accurately so advisors can focus on helping clients achieve their financial goals. You'll gain hands-on experience with advisory operations, collaborate with experienced team members, and build expertise in account processing, problem resolution, and service support. Success in this role comes from attention to detail, a commitment to excellent service, and a willingness to learn in a fast-paced environment where accuracy and teamwork matter. This is an excellent opportunity to develop a strong foundation in the financial services industry while contributing to a team that supports one of the firm's most important business lines.

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.

Benefits

• health
• dental
• vision care
• 401k
• wellness initiatives
• life insurance
• paid time off

What This Job Offers

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