Trust Operations Associate

Stifel Financial Corp.; Delaware; On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Health, dental and vision care

401k

Wellness initiatives

Life insurance

Paid time off

Job summary

A financial services firm is seeking a Trust Operations Associate to process various transactions and coordinate activities with outsourcing partners. Candidates must have proficiency in Microsoft Office, effective communication skills, and at least 1 year of experience in financial services. This role offers a dynamic environment with comprehensive benefits.

Qualifications

• Minimum Required: High School Diploma or equivalent work experience.
• Minimum Required: 1+ years of related experience in financial services.

Responsibilities

• Process a wide variety of transactions.
• Coordinate and track corporate action elections.
• Complete Daily Bank Deposit/Sweep reconciliation and wire processing.
• Ensure transactions are processed adequately according to policies and procedures.
• Process a variety of cash transactions, including receipts and disbursements.

Skills

Proficient in Microsoft Excel

Effective communication skills

Time management

Problem-solving skills

Education

High School Diploma or equivalent work experience

1+ years of related experience in financial services

Tools

Microsoft Office Suite

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 Trust Operations Associate will process a wide variety of transactions. The Associate must be aware of impacts on customer statements while processing. This role will work with the Trust Company outsourcing partners to initiate requests and resolve issues.

What We're Looking For

• Coordinate and track corporate action elections.
• Monitoring DDA account for incoming and outgoing activity.
• Complete Daily Bank Deposit/Sweep reconciliation and wire processing.
• Ensure transactions are processed adequately according to policies and procedures.
• Process a variety of cash transactions, including receipts and disbursements.
• Submit requests daily to the trust company outsourcing partners via forms, online requests, e-mail, or phone calls. Interact with outsourcing partners to follow up on requests and resolve any issues.
• Distribute daily reports.
• Set up and maintain financial advisor access to the online system.
• Scan, image, and index documents into document retention software.
• Additional duties and special projects as assigned.

What You'll Bring

• Proficient in Microsoft Outlook and Microsoft Office Suite, in particular Excel. The ability to create and maintain spreadsheets is required.
• Ability to communicate effectively (written and verbal) on the phone and in person as appropriate for the audience's needs; uses excellent grammar, courteous and efficient telephone and office etiquette; effectively conveys information.
• Managing one's own time and priorities to ensure the meeting of deadlines.
• Skilled at finding and using traditional and creative methods of solving the problem.

Education & Experience

• Minimum Required: High School Diploma or equivalent work experience.
• Minimum Required: 1+ years of related experience in financial services.

Licenses & Credentials

• Minimum Required: None.

Systems & Technology

• Proficient in Microsoft Excel, Word, and Outlook.

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’s bank and trust companies are equal opportunity employers. All candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, veteran status, genetic information or any other protected characteristic under applicable law. If you would like more information regarding Equal Employment Opportunity rights and protections, please review the following information: Know Your Rights.

Stifel is an Equal Opportunity Employer.