Trust Operations Associate

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 Trust Operations Associate will process a wide variety of transactions. The Associate must be aware of impacts on customer statements while processing. This role will work with the Trust Company outsourcing partners to initiate requests and resolve issues. What We're Looking For: - Coordinate and track corporate action elections. - Monitoring DDA account for incoming and outgoing activity. - Complete Daily Bank Deposit/Sweep reconciliation and wire processing. - Ensure transactions are processed adequately according to policies and procedures. - Process a variety of cash transactions, including receipts and disbursements. - Submit requests daily to the trust company outsourcing partners via forms, online requests, e-mail, or phone calls. Interact with outsourcing partners to follow up on requests and resolve any issues. - Distribute dai...