PCG Operations Coordinator - NR

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 PCG Operations Coordinator performs multiple support staff duties required for a satellite/small branch and acts as liaison to home office personnel. What We're Looking For: - 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. - Accurately processes order tickets (or calls in/faxes orders to main branch) and follows up where necessary. - Books in cash/checks, issues receipts and accurately balances daily. - Books in securities, issues receipts and accurately balances daily. - Assists in the opening of customer accounts and processes changes. What You'll Bring: - Knowledge of the financial markets, the industry, the analysis and reporting of financi...