Financial Operations Coordinator: Branch Support & Admin

Stifel Financial Corp.; Southfield (MI); Hybrid; USD 42,000 - 56,000; Full time

Job summary

Stifel is seeking an Operations Coordinator to perform daily cashiering and branch office operational functions, serving as liaison between the branch and home office and providing overflow support to other branch associates.

You will maintain accurate records, handle deposits and wires, process reorganizations and transfers, and assist Financial Advisors' operations with client accounts and documentation, emphasizing teamwork and compliance.

Qualifications

• Minimum required: High School Diploma or equivalent experience.
• Minimum required: 1+ years Administrative experience.

Responsibilities

• Perform daily cashiering functions for the branch related to deposits, wires, and checks.
• Execute routine operational functions including margin notifications, reorg selections, and transfer requests.
• Liaise between the branch and home office for operational matters and communicate impact to branch personnel.
• Provide overflow support for opening client accounts, preparing investment documentation, and processing disbursements.
• Maintain accurate and complete account and trade records/files per firm policy and regulation.
• Identify matters that require escalation such as suspicious activity, customer complaints, or trading errors.

Skills

Team collaboration

Workload organization

Financial services knowledge

Analytical reasoning

Education

High School diploma or equivalent

Administrative experience (1+ year)

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Job description

Stifel is seeking an Operations Coordinator to perform daily cashiering and branch office operational functions, serving as liaison between the branch and home office and providing overflow support to other branch associates.

You will maintain accurate records, handle deposits and wires, process reorganizations and transfers, and assist Financial Advisors' operations with client accounts and documentation, emphasizing teamwork and compliance.