Private Client Group Operations Coordinator - Non-Registered

Stifel • Wenatchee, WA

4d • $45,000 - $54,000 • Onsite

About The Position

We are looking for a high-velocity Operations Coordinator to serve as the backbone of our financial services team. You won't just be managing workflows; you’ll be the architect of our daily efficiency, ensuring airtight compliance, and bridging the gap between our front-office ambitions and back-office precision. If you thrive in a fast-paced environment where every detail matters and every second counts, we want to talk.

Requirements

• Proficient in Microsoft Excel, Word, PowerPoint, Outlook

Nice To Haves

• Knowledge of the financial markets, the industry, the analysis and reporting of financial data, and associated terminology is preferred.
• General understanding of the securities regulations is preferred.
• Strong focus on providing exemplary client service.
• Excellent grammar and possess phone/office etiquette.
• 2+ years of Financial/Securities industry experience

Responsibilities

• Performs operational or administrative functions for client related requests.
• 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.

Benefits

• discretionary bonuses
• health / dental / vision / prescription insurance offerings
• Stifel Total Health Connect
• flexible spending accounts
• tuition & certification assistance programs
• paid time off
• health, dental and vision care
• 401k
• wellness initiatives
• life insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 1,001-5,000 employees