IRA Operations Associate: Detail-Oriented, Growth-Focused

Stifel Financial Corp.; Northern (KY); Hybrid; USD 42,000 - 62,000; Full time

Job summary

Stifel Financial Corp. in the United States seeks an Operations Associate to support the Operations IRA and Qualified Plans team. You will learn the department’s processes, perform manual entries or via eQuest, and help ensure accuracy and compliance with IRS rules.

Collaborating with branch personnel, you will review forms, screen documents, and assist with data entry, verification, and responses to requests, while meeting deadlines under supervision.

Qualifications

• Bachelor’s degree or equivalent experience.
• 0-2 years' professional business related experience.
• Proficient with Outlook and Microsoft Office.
• Familiarity with IRA/Qualified Plans preferred.

Responsibilities

• Assist in IRA and Qualified Plans entries and data processing.
• Review forms for accuracy and completeness.
• Collaborate with team to meet departmental objectives under supervision.

Skills

Attention to detail

Initiative

Organization

Independent work

Deadline-driven

Education

Bachelor's Degree or equivalent experience

0-2 years' professional business related experience

Tools

Outlook

Microsoft Office

Job description

Stifel Financial Corp. in the United States seeks an Operations Associate to support the Operations IRA and Qualified Plans team. You will learn the department’s processes, perform manual entries or via eQuest, and help ensure accuracy and compliance with IRS rules.

Collaborating with branch personnel, you will review forms, screen documents, and assist with data entry, verification, and responses to requests, while meeting deadlines under supervision.