Business Operations
3 weeks ago
**Job Summary**
Under general supervision, performs multiple support staff duties required for a satellite/small branch and acts as liaison to home office personnel.
**Key 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.
- Books in cash/checks, issues receipts and accurately balances daily.
- Assists in the opening of customer accounts and processes changes.
**Requirements**
- 2-3 years of Financial/Securities industry experience required.
- Knowledge of the financial markets, the industry, the analysis and reporting of financial data, and associated terminology.
- Excellent grammar and possess phone/office etiquette.
**About Stifel Financial**
Established in 1890, Stifel is one of the nation's leading full-service wealth management and investment banking firms.
We serve clients from more than 400 offices across the United States and rank as the nation's seventh largest full-service investment firm in terms of number of financial advisors.
We are also a leading provider of investment banking services to the middle market, a top-ten municipal bond underwriter, and home to one of the industry's largest research franchises.
In addition, our Stifel Bank subsidiary provides a comprehensive range of banking services.
We offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
We are committed to providing equal employment opportunities to all associates, applicants for employment, and individuals providing services in the workplace without regard to actual or perceived race, color, religion, creed, gender, pregnancy, sexual and reproductive health decisions, sexual orientation, gender identity and gender expression, national origin, ancestry, age, disability, weight, genetic information, marital status, citizenship status, familial status, homelessness, status as a covered veteran or any other protected criteria in accordance with applicable federal, state and local laws.
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