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REGULATORY ACCOUNTANT II

Stifel - St. Louis, MO

SUMMARY Under administrative direction, the Regulatory Reporting Financial Analyst is responsible for preparing regulatory computations and filings for the Company's broker-dealer subsidiaries. These include periodic reserve deposit requirements, net capital calculations, FOCUS reports and other supplemental schedules. This role will also support the monthly financial ...

SECURITIES LENDING TRADER

Stifel - NV

SUMMARY The Securities Lending Trader assists multiple clients, internal and external; including PCG Financial Advisor(s), various internal trading desks, Hedge Funds and Counterparties. The Securities Lending Trader is responsible for the opening, management and closing of both long and short positions of all types of securities via Reg T margin financing, Agency Exec...

INSTITUTIONAL REGULATORY OFFICER

Stifel - Baltimore, MD

The position will be primarily responsible for carrying out the supervisory program for Fixed Income Sales and Trading. The candidate will serve as an intermediary between legal, compliance, operations and business professionals to advise and coordinate all matters pertaining to the Firm's on-going regulatory obligations. ESSENTIAL DUTIES AND RESPONSIBILITIES &nb...

PORTFOLIO ASSOCIATE

Stifel - Baltimore, MD

SUMMARY The Portfolio Associate will provide administrative, operational and analytical support to one or more 1919 Investment Counsel Portfolio Managers, Investment Associates and Client Advisors and will be responsible for day-to-day administrative management of individual client, institutional and trust portfolios. High touch client service is a hallmark of 1919 Inv...

CLIENT SERVICE ASSOCIATE - NON-REGISTERED

Stifel - Cookeville, TN

SUMMARY The Client Services Associate (NR) assists one or more Financial Advisors (FA) with the opening and maintenance of client accounts and records; performs a wide variety of administrative support duties, including but not limited to, data entry, preparing mailings, filing, answering the phone, obtaining approvals for FA communications and advertisements;...

Investment Banking Executive Assistant - Toronto

Stifel - Toronto, ON, Canada

Summary Reporting to the Co-Head of Investment Banking Canada, the Executive Assistant's role is to provide high-level administrative support and customer service functions to the Department Head and work to facilitate the successful operation of the day-to-day department activities. Essential Duties & Responsibilities Maintain calendar, schedule app...

CLIENT SERVICE ASSOCIATE - REGISTERED

Stifel - Covington, KY

POSITION SUMMARY Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtain...

Intermediate AP Accountant (14 months contract) - Toronto

Stifel - Toronto, ON, Canada

Summary Reporting to the Senior Accountant Manager, the Intermediate AP Accountant will have primary responsibility to facilitate timely payments and month end closing of Account Payable, reconcile appropriate internal and external accounts and assist with General Ledger cutoff. The role is fast-paced and it requires dedication, passion for the industry, and a solid work ethic...

CLIENT SERVICE ASSOCIATE

Stifel - Frontenac, MO

SUMMARY The Client Services Associate (NR) assists one or more Financial Advisors (FA) with the opening and maintenance of client accounts and records; performs a wide variety of administrative support duties, including but not limited to, data entry, preparing mailings, filing, answering the phone, obtaining approvals for FA communications and advertisements;...

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...

CASHIER/WIRE OPERATOR II

Stifel - Omaha, NE

SUMMARY Accurately processes cash/checks and securities coming into and going out of the branch. Accurately and efficiently processes Financial Advisor-directed orders for customer accounts. ESSENTIAL DUTIES AND RESPONSIBILITIES Books in cash/checks, issues rece...

HEDGE FUNDS DUE DILIGENCE SENIOR SPECIALIST

Stifel - New York, NY

SUMMARY The Senior Hedge Funds Due Diligence Specialist is responsible for the ongoing monitoring of alternative investments held by clients on Stifel's platform. This role is required to source, analyze and identify products as potential additions to the product platform and will be instrumental in the education of the Firm's Financial Advisors about alternative inves...

LOAN SERVCING PROJECT MANAGER

Stifel - St. Louis, MO

SUMMARY The Loan Servicing Project Manager Manages personnel that support the mortgage loan servicing functions. This position performs a variety of tasks, including leading and directing the work of others. ESSENTIAL DUTIES AND RESPONSIBILITIES Manages third party relationship with mortgage servicer Client loan performan...

IP&S ADMINISTRATIVE ASSOCIATE

Stifel - St. Louis, MO

SUMMARY The Administrative Assistant performs a variety of administrative functions in support of the department and the department Manager and works to facilitate the smooth operation of the day-to-day department activities. ESSENTIAL DUTIES AND RESPONSIBILITIES Gre...

OPERATIONS ASSOCIATE- IRA & QUALIFIED PLANS

Stifel - St. Louis, MO

SUMMARY The IRA Associate assists in performing a variety of entries, done manually or by way of Stifel's eQuest system. Quality control is done through multiple queries, documentation review, and following strict IRS rules and regulations. The Associate begins learning the basics of the IRA department's functions and terminology.