Private Client Group Operations Coordinator - Non Registered

Stifel • Phoenix, AZ

2d

About The Position

Under general supervision, 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.
• Minimum Required: High School diploma or equivalent
• Minimum Required: 2-3 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.

Benefits

• comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

What This Job Offers

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