Operations Associate - Cost Basis

Stifel Financial Corp.; St. Louis (MO); On-site; USD 42,000 - 66,000; Full time

Job summary

Stifel Financial Corp. in St. Louis, MO is seeking an Operations Associate to support the Operations Tax Lot Accounting team. You will learn quickly, follow procedures, and collaborate with teammates to meet departmental objectives.

The role requires detail orientation, data entry accuracy, and the ability to manage multiple tasks during peak periods. Strong communication and organization will help you succeed in a fast-paced financial environment.

Qualifications

• Strong attention to detail to minimize risk to the firm.
• Proficiently process, create, and enter data into systems used by Financial Advisors and branch staff.
• Identify potential problems or issues and elevate to department leadership when necessary.
• Develop effective communication skills within the department.

Responsibilities

• Aid in driving departmental results for the Operations Tax Lot Accounting department.
• Collaborate with team members to execute departmental objectives under supervision.
• Provide timely updates on progression of responsibilities to leadership.
• Reconcile data from systems or account statements.
• Assist with review of accounts on various systems.

Skills

Attention to detail

Team collaboration

Communication skills

Prioritization

Autonomy

Education

Bachelor’s Degree or equivalent experience

0-2 years professional 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.

What You’ll Be Doing

The Operations Associate is responsible for aiding in driving departmental results for the Operations Tax Lot Accounting department. This position requires the ability to gain a sound understanding of department subject matter and to collaborate 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.
• Reconcile data from systems or account statements.
• Assist with review of accounts held on various systems.

What You’ll Bring

• Ability to attain a general 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 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: 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.