PCG Operations Coordinator

Stifel Bank • Saint Louis, MO

247d • $40,000 - $60,000

About The Position

Under general supervision, performs multiple support staff duties required for 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
• Minimum Required: High School diploma or equivalent
• Minimum Required: 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 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

Benefits

• Discretionary bonuses
• Health / dental / vision / prescription insurance offerings
• Stifel Total Health Connect
• Flexible spending accounts
• Tuition & certification assistance programs
• Paid time off

What This Job Offers

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