Document Control Operations Associate

Stifel; St. Louis (MO); On-site; USD 45,000 - 65,000; Full time

Job summary

Stifel is seeking an Operations Associate-Document Control in Missouri to support branches by reviewing documents for all account types with meticulous attention to detail. You will collaborate across branches and firm-wide teams to ensure accurate coding and documentation, while delivering top-notch service.

Role requires strong organizational and communication abilities, aptitude to learn firm systems like Thomson One and BETA, and a proactive approach to problem-solving within regulatory

Qualifications

• Strong organizational and communication skills with the ability to follow up on open tasks.
• Ability to multitask, prioritize and manage time effectively.
• Basic knowledge of account types and account structures along with documentation needed is beneficial.
• High-level customer service skills.

Responsibilities

• Works within established firm guidelines regarding reviewing and approving documents for various account types.
• Identifies account types and account structures to know what documentation is needed.
• Identifies potential problems or issues and escalates to department leadership if necessary.
• Opens accounts using internal systems and processes, ensuring proper coding.
• Completes various reports to ensure account coding, documents, and other account features are accurate.
• Work collaboratively within a team and with other department areas to perform assigned tasks.
• Provides the highest quality of customer service through written and verbal communication.

Skills

Organizational skills

Communication skills

Multitasking

Customer service

Education

High School Diploma

Bachelor's Degree

Tools

Microsoft Word

Excel

PowerPoint

Outlook

Thomson One

BETA

Job description

Stifel is seeking an Operations Associate-Document Control in Missouri to support branches by reviewing documents for all account types with meticulous attention to detail. You will collaborate across branches and firm-wide teams to ensure accurate coding and documentation, while delivering top-notch service.

Role requires strong organizational and communication abilities, aptitude to learn firm systems like Thomson One and BETA, and a proactive approach to problem-solving within regulatory