Operations & Advisory Support Associate

Stifel; St. Louis (MO); On-site; USD 40,000 - 55,000; Full time

Job summary

Stifel is seeking an Operations Advisory Support Associate in St. Louis, MO to help provide high-quality support to financial advisors and branch staff. The role requires understanding advisory accounts, account maintenance, and following procedures under supervision.

The candidate should have 0–2 years of professional experience, a basic knowledge of industry rules, and proficiency in Outlook and Microsoft Office. Bachelor's degree is preferred.

Qualifications

• Minimum required: High School Diploma or equivalent.
• Preferred: Bachelor's Degree or equivalent experience.
• Minimum required: 0-2 years' professional business related experience.
• Proficient in Outlook and Microsoft Office products.

Responsibilities

• Aid in driving departmental results to support financial advisors and branch staff.
• Gain understanding of advisory accounts and account maintenance.
• Collaborate with team to execute objectives under supervision.
• Provide timely updates on progression of responsibilities to leadership.
• Support Advisory Services team as volumes dictate.

Skills

Attention to detail

Team collaboration

Communication skills

Initiative and self-direction

Autonomy

Education

High School Diploma or equivalent

Bachelor's Degree or equivalent experience

Tools

Outlook

Microsoft Office

Job description

Stifel is seeking an Operations Advisory Support Associate in St. Louis, MO to help provide high-quality support to financial advisors and branch staff. The role requires understanding advisory accounts, account maintenance, and following procedures under supervision.

The candidate should have 0–2 years of professional experience, a basic knowledge of industry rules, and proficiency in Outlook and Microsoft Office. Bachelor's degree is preferred.