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Options Associate
Stifel - St. Louis, MO
Summary The Options Associate III is responsible for supporting the options business at the Firm. This role is required to have working knowledge of options in order to educate and assist Financial Advisors (FAs) and assistants with all areas of the business. The Associate will collaborate with various departments at the Firm to resolve option related issues and achieve g...
CLIENT SERVICE ASSOCIATE
Stifel - Canfield, OH
Summary Under immediate supervision, Client Services Associate 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, obtaining approvals for FA(s...
Operations Associate II-Special Review
Stifel - St. Louis, MO
Summary The Operations Associate II-Special Review assists branches in opening and maintaining more complex account types, including corporations, partnerships, trusts, and 501(c)3 accounts, as well as additional tasks that could require more experience and expertise. This position requires a sound understanding of processes and procedures regarding these account struc...
Treasury Product Analyst
Stifel - St. Louis, MO
Summary The Treasury Product Analyst is part of a team responsible for the management and buildout of Stifel Banks' commercial banking and treasury management offering, onboarding tools, and a host of sub services. The primary role of this Analyst is the development, adoption, and ongoing evolution of Treasury Management and Business Banking capabilities within the fir...
CLIENT SERVICE ASSOCIATE - NON-REGISTERED
Stifel - West Chester, PA
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; provides...
Operations Associate- IRA and 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. Essential Du...
Branch Intern
Stifel - Palm Beach Gardens, FL
Summary Under immediate supervision, the Intern will represent Stifel by performing a wide variety of complex and confidential administrative duties in support of the functional area. This position will have the opportunity to work in other service areas and develop professionally by contributing to projects that support the business. Essential Duties & R...
Operations Associate- Advisory Account Services
Stifel - St. Louis, MO
Summary The Advisory Account Services Associate is responsible for aiding in driving departmental results by opening, terminating, and processing changes to advisory accounts under direct supervision. This position requires the ability to gain a sound understanding of the Account Services processes while serving as a liaison to internal and external stakeholders. This ...
Research Associate III
Stifel - New York, NY
THIS NOTICE IS BEING POSTED IN CONNECTION WITH THE FILING OF AN APPLICATION FOR PERMANENT ALIEN LABOR CERTIFICATION. ANY PERSON MAY PROVIDE DOCUMENTARY EVIDENCE BEARING ON THE APPLICATION TO THE CERTIFYING OFFICER OF THE U.S. DEPARTMENT OF LABOR. United States Department of Labor Employment and Training Administration Office of Foreign Labor Certification...
IB Associate
Stifel - Boston, MA
THIS NOTICE IS BEING POSTED IN CONNECTION WITH THE FILING OF AN APPLICATION FOR PERMANENT ALIEN LABOR CERTIFICATION. ANY PERSON MAY PROVIDE DOCUMENTARY EVIDENCE BEARING ON THE APPLICATION TO THE CERTIFYING OFFICER OF THE U.S. DEPARTMENT OF LABOR. United States Department of Labor Employment and Training Administration Office of Foreign Labor ...
Cashier-Wire Operator
Stifel - Athens, GA
Summary The Cashier/Wire Operator processes checks and securities coming into and going out of the branch with a high degree of accuracy. This role will also accurately and efficiently processes Financial Advisor-directed orders for customer accounts. Additionally, the Cashier/Wire Operator will be responsible for answering incoming calls, greeting clients,...
FICM Finance Trader
Stifel - Morristown, NJ
The Fixed Income Finance Trader is responsible for managing the daily funding and borrowing of the firm's inventory positions, which include, US Treasuries, Agency & Non-Agency MBS, CMOs, SBAs, Investment Grade and High-Yield Corporates, as well as Emerging Market securities. The role also involves monitoring the entire repo life cycle which includes collateral optimization, repo margining a...
Operations Associate -Advisory Reconciliation
Stifel - St. Louis, MO
Summary The Operations Associate is responsible for aiding in driving departmental results for the Reconciliation team. This position requires the ability to gain a sound understanding of department subject matter including the ability to verify or update account activity. This position will require collaboration among team members to execute on departmental objectives...
Mortgage Operations Coordinator
Stifel - St. Louis, MO
Summary The Mortgage Operations Coordinator assist in the processing and delivery of loans while promoting service, quality, efficiency and compliance. Essential Duties & Responsibilities Provides operational support to the Mortgage Department. Facilitates printing and delivery of loan and disclosure packages. Res...
Operations Associate II-Lost Security Holder
Stifel - St. Louis, MO
Summary The Operations Associate II-Lost Security Holder is responsible for logging and researching large volumes of returned mail from across the firm and additional tasks that could require more experience and expertise. In addition, this position will use critical thinking skills to perform database searches for accounts and analyze more complex situations. This pos...
