Program Operations & Accounting Associate

Stifel • Saint Louis, MO

9d

About The Position

The Program Operations & Accounting Associate provides foundational operational and accounting support for Stifel Charitable, Inc., assisting with donor-advised fund transactions, basic accounting tasks, and administrative duties. This entry-level role focuses on accurate data entry, document handling, and supporting team workflows.

Requirements

• Strong attention to detail and organizational skills.
• Basic verbal and written communication skills.
• Ability to follow established procedures and work effectively in a team environment.
• Minimum Required: High School Degree or equivalent.
• Proficient in Microsoft Excel, Word, PowerPoint, Outlook.
• Experience with data entry or operational processes.

Nice To Haves

• Preferred: 1+ years' of administrative or operational experience; financial services or nonprofit experience a plus.

Responsibilities

• Assist with processing donor-advised fund transactions and grant distributions under supervision.
• Support the Accounting Manager with basic reconciliations and reporting tasks.
• Prepare and maintain accurate documentation for compliance and recordkeeping.
• Perform data entry and assist with daily operational tasks such as mailing and scanning.
• Respond to internal inquiries and escalate issues as needed.
• Collaborate with team members to ensure timely completion of assigned tasks.
• Participate in cross-training to provide coverage during peak periods.

Benefits

• At Stifel we offer an entrepreneurial environment, 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