Mutual Funds Trade Ops Specialist

Stifel, Incorporated; St. Louis (MO); On-site; USD 52,000 - 62,000; Full time

Job summary

Stifel, Incorporated is seeking a Mutual Funds Trade Support Operations Associate to support a range of administrative funds-related tasks. The role requires collaboration with team members to execute objectives following established procedures.

The ideal candidate will have a Bachelor's degree (or equivalent) and 0–2 years of business experience, with strong attention to detail and the ability to work autonomously under supervision. Outlook and MS Office proficiency is expected.

Qualifications

• Bachelor’s degree or equivalent experience.
• 0–2 years’ professional business-related experience.
• Strong attention to detail to minimize risk.
• Ability to work autonomously with leadership-directed performance criteria.

Responsibilities

• Assist with routine mutual fund trade support tasks under supervision.
• Process, create, and enter data for Financial Advisors and branch staff.
• Monitor orders for fund and company compliance.
• Provide clear communication to advisors, branches and vendors.
• Review front-end load purchases and NAV related opportunities.

Skills

Data entry

Attention to detail

Initiative

Autonomy

Teamwork

Communication

Regulatory awareness

Education

Bachelor's degree or equivalent

Tools

Outlook

Microsoft Office

Job description

Stifel, Incorporated is seeking a Mutual Funds Trade Support Operations Associate to support a range of administrative funds-related tasks. The role requires collaboration with team members to execute objectives following established procedures.

The ideal candidate will have a Bachelor's degree (or equivalent) and 0–2 years of business experience, with strong attention to detail and the ability to work autonomously under supervision. Outlook and MS Office proficiency is expected.