IRA Operations Associate – Detail‑Driven & Impactful

Stifel Financial Corp.; St. Louis (MO); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Dental & Vision care

401k plan

Life insurance

Paid time off

Job summary

Stifel Financial Corp. in St. Louis, MO, is seeking an Operations Associate to support the IRA and Qualified Plans department, performing manual data entries, quality checks, and IRS-compliant processing using Stifel’s eQuest system.

Candidate will learn IRA terminology, collaborate with team members, review forms for accuracy, and ensure timely processing while adhering to procedures and regulatory requirements.

Qualifications

• Bachelor's degree or equivalent experience.
• 0-2 years' professional business related experience.
• Proficient in Outlook and Microsoft Office.

Responsibilities

• Assist in IRA and Qualified Plans entries and data processing.
• Perform quality checks via queries, documentation review, and IRS rules compliance.
• Collaborate with team members to achieve departmental objectives under supervision.

Skills

Attention to detail

Initiative & self-direction

Time management

Independent work

Communication

Education

Bachelor's degree or equivalent experience

0-2 years' professional business related experience

Tools

Outlook

Microsoft Office

Job description

Stifel Financial Corp. in St. Louis, MO, is seeking an Operations Associate to support the IRA and Qualified Plans department, performing manual data entries, quality checks, and IRS-compliant processing using Stifel’s eQuest system.

Candidate will learn IRA terminology, collaborate with team members, review forms for accuracy, and ensure timely processing while adhering to procedures and regulatory requirements.