Advisory Operations Associate – Financial Services

Stifel, Incorporated; St. Louis (MO); On-site; USD 42,000 - 65,000; Full time

Job summary

Stifel is seeking an Operations Advisory Support Associate to join a team that partners with Financial Advisors and branch staff to ensure advisory accounts are established, maintained, and serviced accurately.

You will gain hands-on experience in advisory operations, data processing, problem resolution, and service support, thriving in a fast-paced environment where attention to detail and teamwork matter.

Qualifications

• High School Diploma or equivalent required.
• Bachelor's Degree or equivalent experience preferred.
• 0-2 years' professional business related experience

Responsibilities

• Assist with advisory accounts setup, maintenance and servicing.
• Process and enter data into systems used by Financial Advisors and staff.
• Identify potential problems and escalate to leadership when needed.
• Develop effective communication within the department.
• Provide timely updates on progression of responsibilities to leadership.
• Establish confidence completing daily reports and support advisory services teams.

Skills

Attention to detail

Data entry

Teamwork

Communication

Organizational skills

Education

High School Diploma or equivalent

Bachelor's Degree or equivalent experience

Tools

Outlook

Microsoft Office

Job description

Stifel is seeking an Operations Advisory Support Associate to join a team that partners with Financial Advisors and branch staff to ensure advisory accounts are established, maintained, and serviced accurately.

You will gain hands-on experience in advisory operations, data processing, problem resolution, and service support, thriving in a fast-paced environment where attention to detail and teamwork matter.