Operations Associate: Advisory Support for Financial Advisors

Stifel Financial Corp.; Missouri; On-site; USD 42,000 - 62,000; Full time

Job summary

Stifel Financial Corp. is seeking an Operations Advisory Support Associate to deliver high-quality support to financial advisors and branch staff, gaining a sound understanding of advisory accounts and maintenance under supervision.

You will proficiently process data, enter information into systems, and collaborate across teams to meet departmental objectives while following established procedures. The role emphasizes attention to detail, effective communication, and the ability to handle

Qualifications

• Understanding of industry rules/regulations and Firm policies.
• Ability to manage varying workloads during heavy volume periods.
• Ability to work collaboratively within a team and provide timely updates to leadership.

Responsibilities

• Aid in driving departmental results to support financial advisors and branch staff.
• Process, create, and enter data into systems used by advisors and staff.
• Identify problems and elevate to leadership when necessary.
• Provide timely updates on progression of responsibilities to leadership.
• Complete daily reports and establish confidence in advisory operations tasks.
• Support Advisory Services team as volumes dictate.

Skills

Attention to detail

Data entry

Communication

Team collaboration

Self-direction

Autonomy

Education

High School Diploma

Bachelor's Degree

Tools

Outlook

Microsoft Office

Job description

Stifel Financial Corp. is seeking an Operations Advisory Support Associate to deliver high-quality support to financial advisors and branch staff, gaining a sound understanding of advisory accounts and maintenance under supervision.

You will proficiently process data, enter information into systems, and collaborate across teams to meet departmental objectives while following established procedures. The role emphasizes attention to detail, effective communication, and the ability to handle