IRA Operations Specialist – Growth Path

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

Job summary

Stifel Financial Corp. is seeking an Operations Associate to support the Operations IRA and Qualified Plans team. You will learn the department's functions, perform data entry, verification, and documentation while adhering to IRS rules under supervision.

You will collaborate with branch personnel, review forms for accuracy, handle inquiries, and help ensure smooth processing of IRA-related activities. A bachelor's degree and 0-2 years' experience are required.

Qualifications

• Bachelor's degree or equivalent experience.
• 0-2 years' professional business-related experience.
• Proficiency with Outlook and Microsoft Office is expected.

Responsibilities

• Assist in driving departmental results for the Operations IRA and Qualified Plans department.
• Learn IRA department terminology and procedures.
• Collate data, run queries, and perform quality control under supervision.
• Collaborate with team members to meet departmental objectives.

Skills

Attention to detail

Time management

Independent work

Data entry

Education

Bachelor's degree or equivalent

Tools

Outlook

Microsoft Office

Job description

Stifel Financial Corp. is seeking an Operations Associate to support the Operations IRA and Qualified Plans team. You will learn the department's functions, perform data entry, verification, and documentation while adhering to IRS rules under supervision.

You will collaborate with branch personnel, review forms for accuracy, handle inquiries, and help ensure smooth processing of IRA-related activities. A bachelor's degree and 0-2 years' experience are required.