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Operations Associate

1 month ago

St Louis, Missouri, United States Stifel Financial Full time
Job Summary

The Operations Associate - Document Control Specialist is responsible for assisting branches in reviewing various documents of all account types across the firm. This position requires a high level of detail and the ability to understand processes and procedures regarding account structures and document requirements.

Key Responsibilities
  • Works within established firm guidelines to review and approve documents for various account types.
  • Identifies account types and account structures to determine required documentation.
  • Collaborates with team members, branch office personnel, and other areas at the firm to provide high-level customer service.
  • Completes various reports to ensure account coding, documents, and other account features are accurate.
Requirements
  • Strong organizational and communication skills with the ability to follow up on open tasks.
  • Ability to multitask, prioritize, and manage time effectively.
  • Basic knowledge of account types and account structures, along with documentation requirements, is beneficial.
  • High-level customer service skills and the ability to learn Stifel's applications, industry rules, and regulations are essential.
About Stifel

Stifel is a global wealth management and investment banking firm that values innovation and fresh ideas. We are committed to helping families, companies, and municipalities find their own success. Our headquarters is in St. Louis, and we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. We offer an entrepreneurial environment and a comprehensive benefits package to our employees.