Private Client Group Operations Coordinator - Non-Registered Job Listing at Stifel in Wenatchee, WA (Job ID 9128)

Description

We are looking for a high-velocity Operations Coordinator to serve as the backbone of our financial services team. You won't just be managing workflows; you'll be the architect of our daily efficiency, ensuring airtight compliance, and bridging the gap between our front-office ambitions and back-office precision. If you thrive in a fast-paced environment where every detail matters and every second counts, we want to talk.

• Performs operational or administrative functions for client related requests.
• Books in cash/checks, issues receipts and accurately balances daily.
• Books in securities, issues receipts and accurately balances daily.
• Assists in the opening of customer accounts and processes changes.

• Knowledge of the financial markets, the industry, the analysis and reporting of financial data, and associated terminology is preferred. 
• General understanding of the securities regulations is preferred.
• Strong focus on providing exemplary client service. Excellent grammar and possess phone/office etiquette.

• Minimum Required: High School diploma or equivalent
• Minimum Preferred: 2+ years of Financial/Securities industry experience

• Proficient in Microsoft Excel, Word, PowerPoint, Outlook #LI-AS1

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.