Trust Operations Associate

Stifel; Greenville (DE); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Health, dental, and vision care

401k

Paid time off

Job summary

Stifel is seeking a Trust Operations Associate who will be responsible for processing various transactions and resolving issues with outsourcing partners. The role requires proficiency in Microsoft Office Suite, especially Excel, along with effective communication and time management skills. A High School Diploma and at least one year of experience in financial services are required. This position offers a comprehensive benefits package including health insurance and a 401k plan.

Qualifications

• Minimum 1 year of related experience in financial services.
• Ability to create and maintain spreadsheets is required.

Responsibilities

• Process a wide variety of transactions.
• Coordinate and track corporate action elections.
• Monitor DDA account for activity.
• Complete daily bank deposit/sweep reconciliation.
• Interact with outsourcing partners to resolve issues.

Skills

Proficient in Microsoft Outlook

Proficient in Microsoft Office Suite

Effective communication skills

Time management

Problem-solving skills

Education

High School Diploma or equivalent

Tools

Microsoft Excel

Microsoft Word

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.

Benefits

Stifel offers an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

Equal Employment Opportunity

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.