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OPERATIONS ASSOCIATE - NEW ACCOUNTS
Stifel - St. Louis, MO
SUMMARY The Operations Associate performs general clerical operations tasks that are routine and/or repetitive in nature; data entry, compiling simple data, and performing routine math calculations. Verifies and communicates discrepancies in the workflow as they work under direct supervision following established procedures.
TRUST INVESTMENTS PORTFOLIO MANAGER
Stifel - St. Louis, MO
SUMMARY The Trust Investments Portfolio Manager is responsible for providing investment management in a fiduciary capacity as it relates to portfolio management and investment services to a large number of high net worth individuals, trusts and institutions in accordance with Stifel Trust policies and procedures. ESSENTIAL DUTIES AND RESPONSIBILITIES ...
OPERATIONS ASSOCIATE- MUTUAL FUNDS 529 PLAN
Stifel - St. Louis, MO
The Operations Associate performs general clerical operations tasks that are routine and/or repetitive in nature; data entry, compiling simple data, and performing routine math calculations. Verifies and communicates discrepancies in the workflow as they work under direct supervision following established procedures. Will monitor internal account opening system and documents received t...
OPERATIONS ASSOCIATE- MARGINS
Stifel - St. Louis, MO
SUMMARY The Operations Associate performs general clerical operations tasks that are routine and/or repetitive in nature; data entry, compiling simple data, and performing routine math calculations. Verifies and communicates discrepancies in the workflow as they work under direct supervision following established procedures.
TRADITIONAL RESEARCH (MFs, ETFs) SPECIALIST II
Stifel - St. Louis, MO
SUMMARY The Traditional Investment Product Research Specialist II contributes to the quantitative and fundamental research activities related to two product universes - Mutual Funds (MFs) and Exchange-Traded Funds (ETFs). The Traditional Product Research Group (TPRG) is responsible for the discretionary management of more than 40,000 accounts and $4.0 billion of ...
OPERATIONS COORDINATOR - Non - Registered - Century Securities
Stifel - St. Louis, MO
SUMMARY This pivotal coordinator role performs multiple support staff duties required for a branch and acts as liaison to home office personnel. ESSSENTIAL DUTIES AND RESPONSIBILITIES Considerable phone work, clients, advisors, operations. Opens, sorts, and routes incoming mail, prepares ou...
OPERATIONS SPECIALIST - ASSET MANAGEMENT
Stifel - St. Louis, MO
SUMMARY Under direct supervision, the Operations Specialist performs a variety of entry level duties from onboarding through termination of managed and model accounts in multiple trading and reporting systems used for Asset Management platforms including Vestmark, APL, Advent APX, Investor Tools Perform and Envesnet. The hours will be 9:00 to 5:...
COMMERCIAL POST/CLOSE COORDINATOR I
Stifel - St. Louis, MO
SUMMARY At Stifel Bank, you will have the opportunity to create a lasting connection with others by providing outstanding, personalized service. In this role, the Post/Close Coordinator I will ensures loan files are complete and works with loan team members to create proper dialogue and accurate loan documentation. The ideal candidate will have a high attention to deta...
SBA LOAN SPECIALIST
Stifel - St. Louis, MO
ESSENTIAL DUTIES AND RESPONSIBILITIES Complete and file required documentation for 7(a) Loan Pool Assemblers and all other SBA Secondary Market Program Licensing. Verify, upload, and confirm daily SBA trade activities to ensure all trade information is complete and accurate. Process and coordinate settlements for 7(a) Loans, Pools, and...
OPERATIONS ASSOCIATE- CLIENT SERVICES HELP DESK
Stifel - St. Louis, MO
SUMMARY The Client Services Help Desk department is looking for an enthusiastic, service-oriented associate to join our unique and exciting team. The Client Services Help Desk Specialist provides support for Stifel associates and Stifel clients. This includes technology support, training on core applications, and working collaboratively with tea...
COMMERCIAL LOAN SPECIALIST III
Stifel - St. Louis, MO
SUMMARY The Commercial Loan Specialist II independently processes the funding, booking, and servicing of commercial and private banking loans. This position leads due diligence efforts and billing matters and serves as an escalation point and mentor for junior level team members. The ideal candidate will be organized and a detailed self- starter with a thorough underst...
CONSUMER LOAN PROCESSOR
Stifel - St. Louis, MO
SUMMARY The Consumer Loan Processor provides support to second mortgage originations while promoting service, quality, efficiency and compliance. The ideal candidate will have experience with Encompass and mortgage lending experience. ESSENTIAL DUTIES AND RESPONSIBILITIES Ensure proper insurance coverage and mortgagee clause for home ...
APPLICATION ARCHITECT
Stifel - St. Louis, MO
ESSENTIAL DUTIES AND RESPONSIBILITIES Participate in the development of the Institute's application architectural strategy in alignment with business goals. Analyze the current IT ecosystem application architecture to identify weaknesses and develop opportunities for improvements. Develop migration strategies to close gaps between curr...
IT SERVICE DESK ANALYST
Stifel - St. Louis, MO
SUMMARY Under general supervision, the IT Service Desk Analyst has primary responsibilities as the first point of contact in IT. Through multiple channels, the Analyst accurately logs and manages requests, incidents, and problems, assessing the services and customers impacted and the urgency for resolution. The Analyst works to resolv...
OPERATIONS ASSOCIATE II - PORTFOLIO TRADER
Stifel - St. Louis, MO
SUMMARY The Operations Associate II - Portfolio Trader is responsible for trading discretionary accounts within Stifel's internal advisory programs. The Portfolio Trader is responsible for all transactions associated with portfolio changes, model maintenance, periodic rebalancing, and monitoring accounts to ensure that model portfolios are being maintained...
