Operations Associate - Stock Records

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 is responsible for aiding in driving departmental results for the Stock Records department. This position requires the ability to gain a sound understanding of department subject matter. This position will require collaboration among team members to execute on departmental objectives under direct supervision while following established procedures. What We're Looking For: - Accurately perform job duties as provided by leadership while adhering to departmental procedures and guidelines - Proficiently process, create, and enter data into systems to be utilized by our Financial Advisors and branch staff - Identify potential problems or issues and escalate to department leadership if necessary - Develop effective communication skills within the department - Provide timely updates on progression of job responsibilities to...