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ADMINISTRATIVE ASSISTANT I - PART TIME

Stifel - Cincinnati, OH

SUMMARY The Part Time Office Assistant will be supporting two Senior Vice Presidents and two Client Service Associates in the daily activities of an investment advisory firm. Responsibilities may also include direct contact with clients, vendors, and employees of the broker/dealer. This position will be 24 hours a week. ESSEN...

TRADE REVIEW ASSOCIATE

Stifel - St. Louis, MO

SUMMARY Under immediate supervision, the Trade Review Associate verifies the Financial Advisor (FA) initiating an annuity transaction is properly licensed and registered, verifies contract data with insurance companies, responds to a high volume of calls from Financial Advisors and Branch Supervisors related to insurance paperwork requirements and provides some limited...

CLIENT SERVICE ASSOCIATE - PART TIME

Stifel - Scottsdale, AZ

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;...

SENIOR TRADE REVIEW ANALYST

Stifel - St. Louis, MO

SUMMARY The Senior Trade Review Analyst ensures conformance to Stifel Policy and Procedures through activities such as, but not limited to, reviewing suitability of life insurance transactions, working closely with Financial Advisors and Branch Supervisors to correct trade details/descriptions for transactions, and executing authority to cancel transactions until an or...

CASHIER/WIRE OPERATOR I

Stifel - Boca Raton, FL

SUMMARY Under moderate supervision, processes checks and securities coming into and going out of the branch. Processes Financial Advisor-directed orders for customer accounts. ESSENTIAL DUTIES AND RESPONSIBILITIES Books in checks, issues receipts and scans items to bank daily. Books in securities, i...

PUBLIC FINANCE ANALYST - INDEPENDENT SCHOOL GROUP

Stifel - Denver, CO

POSITION SUMMARY Analysts will provide analytical and transaction support on municipal financings, assist in the development of proposals and presentations, and provide general support to the initiatives of the senior bankers. Analysts will be expected to work outside normal business. A strong desire and ability to learn technical and business de...

OPERATIONS ASSOCIATE - ACAT

Stifel - St. Louis, MO

SUMMARY Under direct supervision, the Operations Associate performs a variety of department duties, learns and processes asset transfers by means of electronic/manual processes. Duties are assigned in accordance with department procedures and include customer service, reconciliation, document review, and research. This is an ...

CLIENT SERVICE ASSOCIATE - NON-REGISTERED

Stifel - Murrieta, CA

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;...

HRIS SYSTEM ADMINISTRATOR

Stifel - St. Louis, MO

ESSENTIAL DUTIES AND RESPONSIBILITIES Serve as the subject matter expert for the Human Resource Information Systems, including researching and resolving end-user issues, system problems/unexpected results, and process flaws. Routinely review and analyze system issues and/or defects for trends and identify solutions to resolve the root causes. Diagn...

CLIENT SERVICE ASSOCIATE - REGISTERED

Stifel - Gainesville, GA

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...

CLIENT SERVICE ASSOCIATE - REGISTERED

Stifel - New York, NY

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...

CLIENT SERVICE ASSOCIATE - NON-REGISTERED

Stifel - New York, NY

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 ASSOCIATE III - CAPITAL MARKETS

Stifel - Baltimore, MD

SUMMARY The Operations Associate III works to ensure correct trade processing for all large Institutional clients. Researches and resolves incoming inquiries from Institutional clients as well as Capital Market Traders and Sales associates. ESSENTIAL DUTIES AND RESPONSIBILITIES Assists wit...

CLIENT SERVICE ASSOCIATE

Stifel - White Plains, NY

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;...

COMPLIANCE ANALYST I - BRANCH EXAMS

Stifel - St. Louis, MO

SUMMARY The Compliance Analyst I establishes and maintains open lines of communication and acts as a contact point for Private Client Group (PCG) branches to assist with applicable Firm policies and/or procedures and regulatory rules. The Analyst I conducts branch examination pre-work and on-site branch examinations in compliance with FINRA Rule 3110 and follow-up for ...