Private Client Group Operations Coordinator - Non-Registered

Stifel • Wenatchee, WA

18h • 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. Stifel is a global wealth management and investment banking firm, over 130 years old, focused on innovation and fresh ideas. Built on the premise of safeguarding clients’ money, its success is tied to helping families, companies, and municipalities. Headquartered in St. Louis, Stifel has offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and over 400 other locations, employing approximately 9,000 individuals.

Requirements

• Strong focus on providing exemplary client service.
• Excellent grammar and possess phone/office etiquette.
• High School diploma or equivalent
• 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.
• 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
• 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