Operations Associate-Document Control

Job description

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let’s talk about how you can find your place here at Stifel, where success meets success . What You'll Be Doing: The Operations Associate-Document Control is responsible for assisting branches in reviewing various documents of all account types across the firm. This position requires the ability to understand processes and procedures regarding these account structures and document requirements with a high level of detail. This position will also require collaboration among team members, branch office personnel, and other areas at the firm to provide high-level customer service. What We're Looking For: - Works within established firm guidelines regarding reviewing and approving documents for various account types. - Identifies account types and account structures to know what documentation is needed. - Identifies potential problems or issues and escalates to department leadership if necessary. - Works with Branch Support and New Recruits to review acco...