Financial Operations & Advisory Support

Stifel Financial Corp.; Missouri; Hybrid; USD 42,000 - 58,000; Full time

Job summary

Stifel is seeking an Operations Advisory Support Associate to partner with Financial Advisors and branch staff, ensuring advisory accounts are properly established, maintained, and serviced so clients achieve their financial goals. You will gain hands-on experience in advisory operations and data entry, while collaborating with experienced colleagues to resolve issues and support service delivery.

This role emphasizes accuracy, attention to detail, and the ability to learn quickly in a

Qualifications

• High school diploma or equivalent required.
• Bachelor's degree or equivalent experience preferred.
• 0-2 years' professional business-related experience.

Responsibilities

• Help ensure advisory accounts are established, maintained, and serviced accurately.
• Gain hands-on experience with advisory operations and account processing.
• Collaborate with team members and communicate progress to leadership.
• Develop expertise in problem resolution and service support.
• Contribute to timely daily reporting and maintain accuracy.

Skills

Attention to detail

Data entry

Team collaboration

Communication skills

Problem escalation

Organizational skills

Autonomy

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 partner with Financial Advisors and branch staff, ensuring advisory accounts are properly established, maintained, and serviced so clients achieve their financial goals. You will gain hands-on experience in advisory operations and data entry, while collaborating with experienced colleagues to resolve issues and support service delivery.

This role emphasizes accuracy, attention to detail, and the ability to learn quickly in a