Mutual Funds Trade Support Associate — Detail-Oriented & Collaborative

Stifel Financial Corp.; Missouri; On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Health, dental and vision insurance

401(k) plan

Wellness initiatives

Paid time off

Job summary

Stifel Financial Corp. seeks a Mutual Funds Trade Support Operations Associate to handle a variety of administrative duties while gaining solid knowledge of mutual fund offerings and related trading systems.

You will collaborate closely with teammates to achieve department goals under supervision and in line with established procedures. The role emphasizes data processing for Financial Advisors and branch staff, adherence to fund policies, and proactive communication with leadership.

Qualifications

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

Responsibilities

• Perform administrative functions for the Mutual Funds Trade Support team.
• Collaborate with team members to meet departmental objectives.
• Process data entries for Financial Advisors and branch staff.
• Monitor orders for compliance with fund policies.
• Provide updates to leadership on progress of responsibilities.
• Assist branch personnel and vendors with inquiries.

Skills

Attention to detail

Initiative

Prioritization

Autonomy

Teamwork

Industry regulations

Outlook

Microsoft Office

Education

Bachelor's degree or equivalent experience

Tools

Outlook

Microsoft Office

Job description

Stifel Financial Corp. seeks a Mutual Funds Trade Support Operations Associate to handle a variety of administrative duties while gaining solid knowledge of mutual fund offerings and related trading systems.

You will collaborate closely with teammates to achieve department goals under supervision and in line with established procedures. The role emphasizes data processing for Financial Advisors and branch staff, adherence to fund policies, and proactive communication with leadership.