Operations Associate, Advisory Services

Stifel Financial Corp.; St. Louis (MO); On-site; USD 42,000 - 62,000; Full time

Job summary

Stifel Financial Corp. is seeking an Operations Advisory Support Associate in St. Louis. You will support financial advisors and branch staff by managing data, maintaining accounts, and handling routine advisory operations under supervision.

The role emphasizes accuracy, timely updates, and effective communication within the team. A high school diploma is required, with a bachelor’s degree preferred, and proficiency in Outlook and Microsoft Office is expected.

Qualifications

• Precise data handling and adherence to procedures.
• Strong written and verbal communication for internal teams.
• Ability to learn advisory operations concepts and apply them to daily tasks.

Responsibilities

• Assist in driving departmental results and provide high-quality support to financial advisors and branch staff.
• Process, create, and enter data into systems used by advisors and staff.
• Collaborate with team members to achieve departmental objectives under supervision.

Skills

Attention to detail

Data entry

Communication

Teamwork

Autonomy

Education

High School Diploma or equivalent

Bachelor's Degree or equivalent experience

Tools

Outlook

Microsoft Office

Job description

Stifel Financial Corp. is seeking an Operations Advisory Support Associate in St. Louis. You will support financial advisors and branch staff by managing data, maintaining accounts, and handling routine advisory operations under supervision.

The role emphasizes accuracy, timely updates, and effective communication within the team. A high school diploma is required, with a bachelor’s degree preferred, and proficiency in Outlook and Microsoft Office is expected.