Business Operations Associate

1 week ago


Tampa, Florida, United States Stifel Full time
About the Role

We are seeking a highly organized and detail-oriented Business Operations Associate to join our team. In this role, you will be responsible for providing exceptional administrative support to our Financial Advisors.

Key Responsibilities
  • Assist in the opening and maintenance of client accounts and records, ensuring accuracy and compliance with regulatory requirements.
  • Perform various administrative tasks, including word processing, filing, answering phones, and preparing mailings.
  • Provide outstanding customer service support to clients, responding to their inquiries and resolving any issues in a timely manner.
  • Collaborate with Financial Advisors to obtain necessary documents and information from clients.
  • Organize and maintain complete client account and trade-related records, ensuring confidentiality and security.
  • Prepare reports and other information as requested by Financial Advisors.
Requirements
  • Bachelor's degree or equivalent required; 2+ years of experience in a similar role.
  • Excellent communication, organizational, and time management skills.
  • Proficiency in Microsoft Office applications, including Excel, Word, and Outlook.
  • Able to work in a fast-paced environment and adapt to changing priorities.
  • Familiarity with the investment brokerage industry and securities regulations an asset.
What We Offer
  • An estimated salary range of $45,000 - $60,000 per year, commensurate with experience.
  • A comprehensive benefits package, including health, dental, and vision care, 401(k), wellness initiatives, life insurance, and paid time off.
  • A dynamic and entrepreneurial work environment with opportunities for growth and professional development.
  • A commitment to diversity, equity, and inclusion, and a culture that values innovation and collaboration.


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