Branch Financial Operations Coordinator

Stifel; Southfield (MI); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Health, Dental, Vision

401(k)

Wellness program

Paid time off

Job summary

Stifel is seeking an Operations Coordinator for our Michigan branch to handle daily cashiering tasks, coordinate operational matters between the branch and home office, and provide overflow support to other branch associates. The role requires basic knowledge of financial services, strong organizational skills, and the ability to manage multiple tasks while meeting deadlines.

Proficiency in Excel, Word, PowerPoint, and Outlook is expected, with a focus on accuracy and regulatory compliance.

Qualifications

• High school diploma or equivalent required.
• At least 1 year of administrative experience.
• Basic understanding of financial services industry.
• Strong organizational and communication skills.

Responsibilities

• Perform daily branch cashiering for deposits, wires, and checks.
• Serve as liaison between branch and home office on operational matters.
• Provide overflow support for Financial Advisors' activities.
• Maintain accurate account and trade records per policy and regulation.
• Identify escalations such as suspicious activity or errors.

Skills

Team collaboration

Organizational skills

Financial services knowledge

Problem solving

Education

High School Diploma or equivalent

1+ years administrative experience

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Job description

Stifel is seeking an Operations Coordinator for our Michigan branch to handle daily cashiering tasks, coordinate operational matters between the branch and home office, and provide overflow support to other branch associates. The role requires basic knowledge of financial services, strong organizational skills, and the ability to manage multiple tasks while meeting deadlines.

Proficiency in Excel, Word, PowerPoint, and Outlook is expected, with a focus on accuracy and regulatory compliance.