Operations Associate-Advisory Support

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

Why Stifel

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.

Why Stifel

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.

Let's talk about how you can find your place here at Stifel, where success meets success.

What You'll Be Doing

The Operations Advisory Support Associate is responsible for aiding in driving departmental results for high quality support to financial advisors and branch staff. This position requires the ability to gain a sound understanding of department subject matter including high level aspects of the establishment of advisory accounts and account maintenance. This position will require collaboration among team members to execute on departmental objectives under direct supervision while following established procedures.

What We're Looking For

• Accurately perform job duties as provided by leadership while adhering to departmental procedures and guidelines
• Proficiently process, create, and enter data into systems to be utilized by our Financial Advisors and branch staff
• Identify potential problems or issues and elevate to department leadership if necessary
• Develop effective communication skills within the department
• Provide timely updates on progression of job responsibilities to leadership
• Demonstrate the ability to work collaboratively within a team
• Learn basic advisory operations concepts to provide timely and accurate responses to phone calls and emails from the branch offices.
• Establish confidence completing daily reports as needed.
• Provide additional support to the Advisory Services team as volumes dictate.

What You'll Bring

• Ability to attain a basic understanding of industry rules/regulations and Stifel policies that pertain to the department.
• Strong attention to detail skills to minimize risk to the firm
• Initiative and self-direction when performing tasks with the ability to organize and prioritize effectively in order to meet deadlines
• Able to handle large workloads that vary based on heavy volume periods
• Ability to work autonomously throughout the day based on performance criteria provided by leadership

Education & Experience

• Minimum Required: High School Diploma or equivalent
• Preferred: Bachelor's Degree or equivalent experience
• Minimum Required: 0-2 years professional business related experience

Systems & Technology

• Proficient in Outlook and Microsoft Office products

About Stifel

Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

Stifel is an Equal Opportunity Employer.