Operations Associate-Advisory Support

Stifel, Incorporated; St. Louis (MO); On-site; USD 42,000 - 65,000; Full time

Job summary

Stifel is seeking an Operations Advisory Support Associate to join a team that partners with Financial Advisors and branch staff to ensure advisory accounts are established, maintained, and serviced accurately.

You will gain hands-on experience in advisory operations, data processing, problem resolution, and service support, thriving in a fast-paced environment where attention to detail and teamwork matter.

Qualifications

• High School Diploma or equivalent required.
• Bachelor's Degree or equivalent experience preferred.
• 0-2 years' professional business related experience

Responsibilities

• Assist with advisory accounts setup, maintenance and servicing.
• Process and enter data into systems used by Financial Advisors and staff.
• Identify potential problems and escalate to leadership when needed.
• Develop effective communication within the department.
• Provide timely updates on progression of responsibilities to leadership.
• Establish confidence completing daily reports and support advisory services teams.

Skills

Attention to detail

Data entry

Teamwork

Communication

Organizational skills

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.

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

What You'll Be Doing

Join a team that serves as a key operational partner to Financial Advisors and branch associates across the firm. As an Operations Advisory Support Associate, you'll help ensure advisory accounts are established, maintained, and serviced accurately so advisors can focus on helping clients achieve their financial goals.

You'll gain hand-on experience with advisory operations, collaborate with experienced team members, and build expertise in account processing, problem resolution, and service support. Success in this role comes from attention to detail, a commitment to excellent service, and a willingness to learn in a fast-paced environment where accuracy and teamwork matter.

This is an excellent opportunity to develop a strong foundation in the financial services industry while contributing to a team that supports one of the firm's most important business lines.

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 #LI-AS1

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. Lets 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.