Operations Associate-Advisory Support

Stifel•Saint Louis, MO

About The Position

The Operations Associate provides operational support to Financial Advisors and branch associates, helping ensure advisory accounts are established, maintained, and serviced accurately. The role supports account processing, problem resolution, service requests, and the broader needs of the Advisory Services team so advisors can focus on clients. It offers hands-on experience with advisory operations and is suited to someone who is detail-oriented, service-focused, collaborative, and willing to learn in a fast-paced environment.

Requirements

High school diploma or equivalent.
0–2 years of professional business-related experience.
Proficiency in Outlook and Microsoft Office products.
Ability to attain a basic understanding of industry rules and regulations and Stifel policies relevant to the department.
Strong attention to detail to help minimize risk to the firm.
Initiative and self-direction, with the ability to organize and prioritize tasks to meet deadlines.
Ability to manage large workloads that vary during high-volume periods.
Ability to work autonomously throughout the day based on performance criteria provided by leadership.

Nice To Haves

Bachelor's degree or equivalent experience.

Responsibilities

Accurately perform assigned duties in accordance with leadership direction, departmental procedures, and guidelines.
Process, create, and enter data into systems used by Financial Advisors and branch staff.
Identify potential problems or issues and escalate them to department leadership when necessary.
Communicate effectively within the department and provide leadership with timely updates on the progress of assigned responsibilities.
Learn basic advisory operations concepts and respond to phone calls and emails from branch offices in a timely and accurate manner.
Complete daily reports as needed.
Provide additional support to the Advisory Services team as workload volumes require.