Equity Settlements Specialist — Operations

Stifel, Incorporated; St. Louis (MO); On-site; USD 58,000 - 70,000; Full time

Job summary

Stifel is seeking an Operations Associate – Equity Settlements to support the settlement of equity transactions. You will gain hands-on experience with the trade settlement lifecycle, monitor activity, and resolve issues in collaboration with internal partners and external custodians.

This role emphasizes attention to detail, effective communication, and adherence to policies and regulatory requirements while delivering high-quality service in a fast-paced brokerage environment.

Qualifications

• Bachelor’s Degree or equivalent combination of education and experience.
• 1+ years of professional business-related experience preferred.
• Proficient with Microsoft Office and data entry processes.

Responsibilities

• Support accurate and timely settlement of equity transactions.
• Monitor transactions and resolve settlement issues.
• Coordinate with internal partners and external institutions.
• Maintain documentation and regulatory compliance.
• Communicate updates to leadership.

Skills

Attention to detail

Data entry

Communication skills

Team collaboration

Problem solving

Education

Bachelor’s Degree or equivalent

Tools

Microsoft Office Suite

Job description

Stifel is seeking an Operations Associate – Equity Settlements to support the settlement of equity transactions. You will gain hands-on experience with the trade settlement lifecycle, monitor activity, and resolve issues in collaboration with internal partners and external custodians.

This role emphasizes attention to detail, effective communication, and adherence to policies and regulatory requirements while delivering high-quality service in a fast-paced brokerage environment.