Treasury Associate

Stifel, Incorporated; St. Louis (MO); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

health, dental and vision care

401k

wellness initiatives

life insurance

paid time off

Job summary

Stifel, Incorporated is seeking a Treasury Associate to perform clerical duties in our St. Louis office. You will support office management, reconcile accounts, answer phones, and assist with routine bookkeeping tasks.

Responsibilities include processing deposits, handling wires and ACH, and supporting branch cashier associates with deposits and inquiries, while ensuring accuracy and compliance. The role requires solid Excel, Word, and Outlook skills, attention to detail, and the ability to work

Qualifications

• General knowledge of accounting principles and practices.
• Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, and other office procedures and terminology
• Knowledge of principles and processes for providing customer and personal services
• General understanding of rules/regulations and Stifel policies that pertain to the department

Responsibilities

• Process deposits and classify financial information.
• Enter and/or approve outgoing wires.
• Process incoming bank wires and related transactions.
• Assist branch cashier associates with check deposits and check issuance questions and other clerical duties.

Skills

Accounting principles

Administrative procedures

Customer service principles

Stifel policies knowledge

Education

Associate degree or equivalent college coursework or 2 years in securities/banking operations

Tools

Excel

Word

Outlook

Web Applications

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.

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

What You'll Be Doing

The Treasury Associate performs a variety of Treasury clerical duties. This position requires general knowledge of office management systems and procedures. Clerical duties will be assigned in accordance with the office procedures of the department and may include researching and resolving discrepancies, reconciling accounts, answering telephones, bookkeeping functions, and office machine operation.

What We're Looking For

• Deposit checks received at home office to bank accounts and customer accounts using check processing software.
• Classifies, computes, and records financial information.
• Process requests for stop payments and voiding of checks.
• Assist branch cashier associates with check deposits and check issuance questions.
• Enter and/or approve outgoing wires.
• Process incoming bank wires.
• Process returned checks, ACH, and/or wires.

What You'll Bring

• General knowledge of accounting principles and practices
• Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, and other office procedures and terminology
• Knowledge of principles and processes for providing customer and personal services
• General understanding of rules/regulations and Stifel policies that pertain to the department

Education & Experience

• Minimum Required: Associate's degree or equivalent college coursework, or 2 years' experience in securities or banking operations
• Preferred: 2-4 years' related experience

Systems & Technology

• Proficient in Microsoft Excel, Word, Outlook
• Proficient with Web Applications

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.

Benefits

• health, dental and vision care
• 401k
• wellness initiatives
• life insurance
• paid time off

Stifel is an Equal Opportunity Employer.