PCG Operations Coordinator - Non-Registered - Part-time

Stifel•Corpus Christi, TX

10d•Onsite

About The Position

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let’s talk about how you can find your place here at Stifel, where success meets success. Performs multiple support staff duties required for a satellite/small branch and acts as liaison to home office personnel.

Requirements

Knowledge of the financial markets, the industry, the analysis and reporting of financial data, and associated terminology.
General understanding of the securities regulations.
Strong focus on providing exemplary client service.
Excellent grammar and possess phone/office etiquette.
High School diploma or equivalent
2+ years of Financial/Securities industry experience
Proficient in Microsoft Excel, Word, PowerPoint, Outlook

Responsibilities

Acts as liaison between branch/satellite and home office personnel (i.e. questions, paperwork, etc.).
Trains additional support staff on daily work assignments.
Performs operational or administrative functions for client related requests.
Accurately processes order tickets (or calls in/faxes orders to main branch) and follows up where necessary.
Books in cash/checks, issues receipts and accurately balances daily.
Books in securities, issues receipts and accurately balances daily.
Assists in the opening of customer accounts and processes changes.